What are the responsibilities and job description for the Financial Planning Manager position at Planning Alternatives?
Job Overview
As a highly experienced Wealth Advisor, you will work closely with clients to understand their financial needs and develop customized financial strategies to help them achieve their goals. This role involves advising clients on key areas of financial planning such as investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving.
The successful candidate will have 3 years of industry experience as a Financial Advisor, proven ability to manage assets under management (AUM) of $1 million per client, CFP designation, and Bachelor's Degree in Business, Finance, or a related field from an accredited college or university.
As a highly experienced Wealth Advisor, you will work closely with clients to understand their financial needs and develop customized financial strategies to help them achieve their goals. This role involves advising clients on key areas of financial planning such as investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving.
The successful candidate will have 3 years of industry experience as a Financial Advisor, proven ability to manage assets under management (AUM) of $1 million per client, CFP designation, and Bachelor's Degree in Business, Finance, or a related field from an accredited college or university.
