What are the responsibilities and job description for the Financial Planner position at Main Line Search?
One of the top wealth management firms in the DMV is looking to add a Financial Planner to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.
We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.
Key Responsibilities :
- Develop and implement comprehensive financial plans for clients based on their individual needs and goals.
- Provide expert advice on investment strategies, tax planning, retirement planning, estate planning, and risk management.
- Conduct regular client meetings to review financial plans and make necessary adjustments.
- Analyze client portfolios and financial statements to optimize investment performance and risk mitigation.
- Stay informed on industry trends, market conditions, and regulatory changes to provide up-to-date recommendations.
- Maintain compliance with industry regulations and firm policies in all client interactions and documentation.
- Utilize financial planning software and CRM systems to track and manage client data efficiently.
- Work collaboratively with internal teams, including paraplanners and investment analysts, to deliver exceptional client service.
Qualifications & Skills :
Salary is commensurate on experience.
View the full list of our open positions here : Main Line Search Job Openings
