Cultivating Prosperity

We are seeking a seasoned Senior Financial Planner to serve as a trusted advisor to our clients.

This role involves leveraging financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

• Client Relationship Management:
  • Establish and maintain strong, trust-based relationships with affluent/high-net-worth clients.
  • Proactively engage with clients to understand their evolving needs and provide personalized advice.
  • Identify opportunities to deepen client relationships and grow the firm's client base.
• Financial Planning:
  • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Regularly review and adjust financial plans as needed based on market conditions, life events, or regulatory changes.
• Business Development:
  • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management.
  • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.