What are the responsibilities and job description for the Financial Planning Specialist position at Main Line Search?
A forward-thinking wealth management firm in the DMV is seeking a skilled Financial Planner to join their team.
With a strong commitment to excellence, this company has established itself as a trusted partner for individuals seeking comprehensive wealth management solutions.
Our expertise and extensive network have enabled us to successfully place candidates at this firm in the past, and we are confident in our ability to provide valuable insights into the company culture and opportunities for growth.
Key Responsibilities:
- Create and implement personalized financial plans tailored to clients' unique needs and objectives.
- Provide expert guidance on investment strategies, tax planning, retirement planning, estate planning, and risk management.
- Regularly meet with clients to review and update their financial plans as necessary.
- Analyze client portfolios and financial statements to optimize investment performance and mitigate risks.
- Stay informed on industry trends, market conditions, and regulatory changes to offer informed recommendations.
- Ensure compliance with industry regulations and firm policies in all client interactions and documentation.
- Utilize advanced financial planning software and CRM systems to efficiently manage client data.
- Collaborate with internal teams to deliver exceptional client service and achieve business goals.
Qualifications & Skills:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- At least 5 years of experience in financial planning, wealth management, or investment advisory.
- Certified Financial Planner (CFP) designation is required.
- Strong knowledge of investment strategies, tax planning, estate planning, and retirement strategies.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional communication and interpersonal skills to build and maintain strong client relationships.
- Proficiency in advanced financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
- Ability to manage multiple client portfolios and prioritize workload effectively.
Salary is commensurate with experience.
For a full list of our available job openings, please visit our website: Main Line Search Job Openings
