What are the responsibilities and job description for the Financial Planner - Wealth Management position at Jagger?
Job Title: Financial Planner
Work Type: Full Time - Remote
Salary Range: 90K - 110K
About the Company:
We are recruiting for a wealth management firm that helps with estate planning & succession. They are looking for a Financial Planner to join their team. This role offers the opportunity to work closely with individuals and businesses, providing personalized financial guidance for long-term success.
Responsibilities:
- Develop and present custom financial plans (investments, estate, tax, and insurance)
- Analyze cash flow, assets, and business structures to optimize financial strategies
- Conduct financial modeling for wealth transfer and succession planning
- Support senior leadership with client reports and scenario analysis
- Ensure compliance with financial regulations and industry best practices
Qualifications:
- 2–4 years of experience in financial planning, analysis, or wealth management
- CFP (or working toward it); CFA or CPA is a plus
- Strong understanding of personal finance, tax, and estate planning
- Excellent analytical, communication, and presentation skills
- Proficiency in Excel, financial modeling, and planning software
If this sounds like you then please apply!
**Please note - only qualified applicants will be contacted.
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