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Wealth Management Expert

Financial Planner Recruiting, LLC
Bluffton, SC Full Time
POSTED ON 3/10/2025
AVAILABLE BEFORE 4/7/2025

We are seeking an experienced Certified Financial Planner (CFP) with 3-5 years of experience to join our team at a reputable boutique RIA. The ideal candidate will provide comprehensive financial planning services, including investment management, retirement planning, and tax strategies.

Responsibilities:

  • Develop personalized financial plans for clients based on their goals and risk tolerance.
  • Offer expert advice on investments, retirement planning, estate planning, and tax strategies.
  • Build and maintain strong client relationships through regular communication and portfolio reviews.
  • Stay current with market trends, financial regulations, and investment strategies.

Requirements:

  • CFP certification.
  • 3-5 years of experience in financial planning or wealth management.
  • Strong knowledge of investment products, tax laws, and financial planning software.
  • Excellent communication and client relationship management skills.
  • Ability to analyze complex financial data and present clear recommendations.

What You Will Gain:

  • Competitive salary, commensurate with experience plus performance-based incentives.
  • Health insurance.
  • 401k with match.
  • Professional development and continuing education opportunities.
  • Collaborative and supportive work environment.

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