What are the responsibilities and job description for the Financial Planner position at The Trusted Advisor Toolkit?
We are seeking a highly skilled Financial Planning and Tax Professional (CFP & CPA) to join our comprehensive wealth management firm.
This role is for an exceptional strategist who can design and implement sophisticated financial and tax planning solutions for affluent individuals, families, and business owners.
The Role
As a Financial Planner & Tax Advisor, you will be responsible for developing and presenting comprehensive, customized lifetime financial and tax strategies.
- Develop & present detailed financial and tax strategies that align with clients' goals.
- Identify and communicate gaps, risks, and opportunities in financial plans, providing actionable solutions.
- Conduct capital projection analysis, offering strategies to optimize savings, retirement, and tax planning.
- Provide detailed transaction analysis (e.g., real estate sales, asset purchases, business exits) and assess tax implications.
- Evaluate and optimize client portfolios, addressing risk, tax exposure, and long-term growth strategies.
- Collaborate with Estate Attorneys, CPAs, Insurance Brokers, and Money Managers to execute holistic financial solutions.
- Prepare pre-meeting materials, including step-by-step implementation plans and progress reports.
Who You Are
- Both CFP and CPA certification
- Min 5 years of experience in financial planning and tax strategy.
- Expertise in risk management, investments, estate planning, business ownership, and tax reduction strategies.
- Strong analytical and strategic thinking skills, with the ability to simplify complex financial concepts for clients.
- Experienced in working with affluent individuals, families, and business owners.
- Proficient in financial planning software and open to evaluating new technologies to enhance client service.
Why Join Us?
- Work directly with high-net-worth clients, making a meaningful impact on their financial future.
- Be a key player in a firm that values expertise, strategy, and collaboration.
- Competitive salary & benefits, with opportunities for growth and leadership.
