Advance your career with BDO as a Senior Financial Planner in Wealth Management. This role demands expertise in financial planning, client liaising, and complex investment strategies.
At BDO, you will tackle intricate financial planning needs by advising clients on investments, retirement, estate planning, and more. With a foundation built on positive relationships, you'll work collaboratively to develop customized financial strategies that align with client goals. You will highlight areas of opportunity while managing the delivery process effectively.
Key Responsibilities:
• Identify clients' complex financial needs effectively
• Develop customized financial plans and recommendations
• Manage client interactions and execution of financial strategies
• Liaise with various financial professionals and service providers
• Prepare reports and complete data entry tasks in planning software
Requirements:
• Completed CFP and CPA designations preferred
• 5-7 years...