Senior Financial Planner

Job Details

Company Description

Ridgeline Financial Partners is a financial planning firm located in Greater Hartford. We pride ourselves on becoming our client's most trusted advisors. Ridgeline Financial Partners is one of the country's fastest growing firms and we are looking to add a seasoned member to our team with a strong work ethic and commitment to acting in the best interests of the client.

Role Description

This is a full-time on-site role for a Senior Financial Planner at Ridgeline Financial Partners located in Greater Hartford. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning and investment management services to clients. You will collaborate with clients to develop personalized financial plans, analyze their financial goals, and provide strategic recommendations to help them achieve their financial objectives. You will also monitor and review client portfolios, stay updated on financial market trends, and ensure compliance with regulatory requirements.

Qualifications

• Minimum of 3 years of experience in financial planning or related roles
• Certified Financial Planner (CFP) designation or intention to pursue the designation
• Strong knowledge of investments, retirement planning, tax strategies, insurance, and estate planning
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Demonstrated proficiency in financial planning software and tools
• Bachelor's degree in finance, business, or related field
• Series 7 and 66 (or 63 and 65) licenses
• Attention to detail and strong analytical skills

 Ridgeline Financial Partners

 05/16/2024

 All cities,CT