What are the responsibilities and job description for the Wealth Management Expert position at Financial Planner Recruiting, LLC?
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.
