Description
Join as a Senior Financial Advisor focused on Wealth Strategies, providing insights and solutions for clients' financial journeys. Specialize in estate planning, investment strategies, and retirement solutions.
As a key member of the Wealth Management team, you will identify and address diverse financial planning needs while managing the full planning cycle. Engage with clients, liaise with various professionals, and ensure effective delivery of tailored solutions.
Key Responsibilities: • Determine clients' complex financial planning needs • Formulate and manage client financial plans • Collaborate with investment and legal professionals • Prepare necessary documentation and reports • Support ongoing tracking of financial accounts
Requirements: • CFP designation required; CPA is advantageous • 5-7 years of experience in financial planning • Excellent analytical and communication abilities • Experience with relevant financial planning software • Capacity to wo...
As a key member of the Wealth Management team, you will identify and address diverse financial planning needs while managing the full planning cycle. Engage with clients, liaise with various professionals, and ensure effective delivery of tailored solutions.
Key Responsibilities: • Determine clients' complex financial planning needs • Formulate and manage client financial plans • Collaborate with investment and legal professionals • Prepare necessary documentation and reports • Support ongoing tracking of financial accounts
Requirements: • CFP designation required; CPA is advantageous • 5-7 years of experience in financial planning • Excellent analytical and communication abilities • Experience with relevant financial planning software • Capacity to wo...
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