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2 days ago
We are seeking a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients.
- About the Role:
- Build and maintain strong, trust-based relationships with affluent/high-net-worth clients.
- Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
- Identify opportunities to deepen client relationships, cross-sell services, and generate referrals.
- Key Responsibilities:
- 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.
- Monitor and review financial plans regularly, adjusting strategies as needed.
- Business Development Opportunities:
- Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management (AUM).
- Represent the firm at industry events and networking opportunities to enhance brand visibility.
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