Financial Planner

Job Summary:
We are seeking a highly motivated and detail-oriented Financial Planner to join our team. The ideal candidate will provide comprehensive financial planning services to high net worth clients, helping them achieve their short- and long-term financial goals through personalized strategies and expert guidance.

Key Responsibilities:

• Manage and develop customized financial plans based on clients' goals, risk tolerance, and financial situation.
• Analyze and evaluate investment options, retirement plans, tax strategies, and insurance needs.
• Conduct regular reviews and updates of client portfolios to ensure alignment with objectives.
• Present plans and discussions with high net worth clients and the advisor.
• Maintain compliance with regulatory requirements and company policies.
• Build and maintain strong client relationships through exceptional service and communication.
• Collaborate with internal teams to deliver holistic financial solutions.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or related field (CFP certification preferred).
• Series 7 Preferred
• 3+ years of experience in financial planning or wealth management.
• Strong knowledge of investment products, tax planning, and retirement strategies.
• Excellent analytical, communication, and interpersonal skills.
• Proficiency in financial planning software and Microsoft Office Suite.

What We Offer:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package (health, dental, vision, 401(k)).
• Ongoing professional development and CFP support.
• Collaborative and client-focused work environment.

Pay: $60, $80,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person

Job Type: Full-time

Pay: $60, $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person