Experienced CFP

Senior Financial Advisor RoleAbout the Position:

Our organization seeks a seasoned Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to clients.

Key Responsibilities:Client Engagement:

• Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.
• 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 to grow the client base.

Financial Planning Expertise:

• 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 based on market conditions, life events, or regulatory changes.
• Optimize portfolios for tax efficiency and long-term growth, adhering to applicable guidelines.
• Lead the development of a tech-first financial planning product that enables DIY users to create personalized financial plans.

Business Development Opportunities:

• Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management (AUM).
• Represent the organization at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

---