Financial Planning Specialist
1 week ago
We are seeking a skilled Financial Planning Specialist to join our team at Talent Corner. The successful candidate will work closely with high net worth clients, providing personalized financial planning and guidance.
Responsibilities- Develop and implement comprehensive financial plans for HNI clients, taking into account their unique goals and risk tolerance.
- Conduct thorough assessments of clients' current financial situations, identifying areas for improvement and opportunities for growth.
- Collaborate with clients to set and achieve their long-term financial objectives, including goal planning and risk management.
- Bachelor's degree in Finance or related field.
- Professional certification as a Certified Financial Planner (CFP).
- Minimum 3 years of experience in financial planning or a related field.
- Competitive salary: $120,000 per annum.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
Talent Corner is a leading recruitment agency dedicated to connecting top talent with exciting career opportunities. We pride ourselves on delivering exceptional service and results-driven solutions to our clients and candidates alike.
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