
Experienced Certified Financial Planner
1 week ago
Career Opportunity: We are seeking an experienced Certified Financial Planner with a proven track record as a Relationship Manager to serve as a trusted advisor to clients.
Key Responsibilities:
- Client Management:
- Build and maintain strong relationships with affluent clients, acting as their primary point of contact for all financial matters.
- Engage with clients to understand their needs, address concerns, and provide personalized advice.
- Identify opportunities to deepen client relationships and generate referrals.
- Financial Advisory:
- Conduct financial assessments, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
- Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
- Monitor and review financial plans regularly, adjusting strategies based on market conditions or life events.
- Optimize portfolios for tax efficiency and long-term growth, adhering to industry guidelines.
- Business Development:
- Leverage relationship-building skills to acquire new clients and expand assets under management.
- Represent the organization at industry events and networking opportunities.
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Certified Financial Professional
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Senior Financial Planning Manager
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Experienced Financial Expert
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Senior Financial Planner
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Strategic Financial Planner
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Master Planner of Retail Operations
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Senior Financial Analyst
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Chief Financial Officer Candidate
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Highly Skilled Financial Professional
2 weeks ago
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