Financial Planner

About Outcome Private Wealth

At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients’ highest possible risk tolerance and building a plan from that point, we start with the outcomes they’re looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at the potential return needed to get them there. This outcome-focused strategy can allow our clients to enjoy what they have right now while feeling confident in their future.

Why Join Outcome Private Wealth?

We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship. We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.

We are seeking a highly motivated and client-focused Financial Planner to join our dynamic team. The ideal candidate will play a key role in providing comprehensive financial planning services to our clients, helping them make informed decisions about their financial future. As a Financial Planner, you will work closely with clients to understand their financial goals, develop personalized strategies, and guide them through the implementation of these strategies to achieve long-term financial success.

Responsibilities

• Client Relationship Management:

Build and maintain strong, trusting relationships with clients by understanding their financial goals, concerns, and aspirations. Serve as the primary point of contact for clients throughout their financial planning journey.

• Financial Planning & Strategy Development:

Develop personalized financial plans for clients based on their unique needs, including retirement planning, investment strategies, estate planning, tax optimization, and risk management.

• Comprehensive Financial Guidance:

Offer holistic advice on all aspects of wealth management, including budgeting, savings strategies, tax planning, debt management, insurance, and more.

• Education & Client Empowerment:

Educate clients on complex financial concepts and strategies to empower them to make informed decisions about their financial future.

• Collaboration:

Collaborate with other members of the team, including investment advisors, tax professionals, and estate planners, to ensure a coordinated and comprehensive approach to client service.

• Compliance & Regulatory Adherence:

Ensure all client interactions and financial plans comply with regulatory requirements, industry standards, and company policies.

• Continuous Professional Development:

Stay up to date on industry trends, financial products, and regulatory changes through ongoing education and professional development.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or a related field.
• CFP® (Certified Financial Planner) designation preferred or working toward certification.
• 3 years of experience in financial planning, wealth management, or a similar role.
• Strong knowledge of investment strategies, tax planning, retirement planning, and insurance products.
• Excellent communication and interpersonal skills with the ability to explain complex financial concepts in a clear and understandable manner.
• Detail-oriented with strong analytical skills and the ability to develop personalized financial plans.
• Ability to work both independently and collaboratively in a team environment.
• Proficiency in financial planning software, preferably eMoney, and Microsoft Office Suite.