What are the responsibilities and job description for the Personal Finance Strategist position at Planning Alternatives?
Our Approach
At Planning Alternatives, we take a holistic approach to financial planning, considering our clients' unique needs and objectives. Our team of experienced professionals works closely with clients to develop customized financial strategies that help them achieve their goals.
Job Description
The Wealth Advisor will be responsible for leading client relationships and contributing to the strategic growth of the firm. 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.
Key Responsibilities
- Develop and Implement Financial Plans: Create and execute comprehensive financial plans that address clients' unique needs and objectives, including investment management, insurance, and retirement planning.
- Provide Ongoing Support: Address client questions and concerns about their financial status, offering professional advice to help them improve their financial outcomes.
Requirements
To succeed in this role, you must have a strong understanding of financial planning principles, excellent communication skills, and the ability to build strong relationships with clients. A Bachelor's Degree in Business, Finance, or a related field is required, along with at least 3 years of industry experience as a Financial Advisor. The CFP designation is also essential.
