What are the responsibilities and job description for the Financial Planning Strategist position at The Trusted Advisor Toolkit?
We are seeking a highly skilled Financial Planner & Tax Advisor to join our team at The Trusted Advisor Toolkit. As a key member of our comprehensive wealth management firm, you will have the opportunity to design and implement sophisticated financial and tax planning solutions for affluent individuals, families, and business owners.
Your expertise in financial planning and tax strategy will enable you to develop and present detailed financial and tax strategies that align with clients' goals. You will also identify and communicate gaps, risks, and opportunities in financial plans, providing actionable solutions.
The Ideal Candidate
- CFP and CPA certification.
- Minimum 5 years of experience in financial planning and tax strategy.
- Strong analytical and strategic thinking skills.
- Ability to simplify complex financial concepts for clients.
- Experience working with affluent individuals, families, and business owners.
