
Senior Certified Financial Planner
1 day ago
Distinguished Financial Strategist
About the Role:We are seeking a seasoned professional to serve as a trusted advisor to our clients, providing expert financial guidance and support.
Key Responsibilities:- Client Engagement:
- Build and maintain strong relationships with affluent clients.
- Proactively engage with clients to understand their evolving needs and provide personalized advice.
- Identify opportunities to deepen client relationships and cross-sell services.
- Financial Planning:
- Conduct in-depth financial assessments for clients, including cash flow analysis and investment planning.
- Develop and present comprehensive financial plans tailored to clients' goals and risk tolerance.
- Monitor and review financial plans regularly, adjusting strategies as needed.
- Optimize portfolios for tax efficiency and long-term growth, adhering to regulatory guidelines.
- Business Development:
- Leverage existing networks and relationship-building skills to acquire new clients.
- Represent the firm at industry events and networking opportunities.
- Qualifications:
- Certified Financial Planner (CFP) certification from the Financial Planning Standards Board or an equivalent recognized body.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Experience:
- Minimum of 5 years of total experience in financial planning and wealth management.
- At least 3 years of proven experience as a Relationship Manager.
- Skills:
- Strong knowledge of financial products and tax laws.
- Expertise in financial planning tools and software.
- Exceptional interpersonal and communication skills.
- Analytical mindset with proficiency in portfolio analysis and market research.
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