Provide exceptional financial planning services as an Experienced Senior Financial Planner. Engage clients with complex needs in investment, tax management, and estate planning while fostering strong relationships.
In this key role, you are expected to identify financial planning needs and provide tailored solutions. Your work encompasses crafting, editing, and delivering detailed financial plans while liaising with various professionals. The ideal candidate will display strong problem-solving abilities and a commitment to client service excellence.
Key Responsibilities:
• Analyze client needs for comprehensive financial solutions
• Create and manage detailed financial plans
• Collaborate with professionals for effective planning
• Conduct meeting preparations and handle data entry
• Support research assignments and progress tracking
Requirements:
• CFP designation is required; CPA is preferred
• Minimum 5–7 years in wealth management
• Proficiency in f...