Job Details
JOIN OUR TEAM TODAY!
One of our Financial Planning practices is in search of a Certified Financial Planner to join their team. Hybrid work schedule!
YOUR ROLE:
As part of the advisory and planning team, you will support the development and delivery of customized financial solutions to our investment clients.
HOW YOU WILL MAKE AN IMPACT:
Prepare plan packages to share with our clients on investment strategies and other financial decisions
Provide analysis about financial options use data to make projections
Aid in the assessment of clients' assets, liabilities and overall financial conditions
Prepare presentations that recommend various financial products
Review and communicate portfolio performances to clients
Identify potential opportunities to enhance client plans and portfolios during periodic reviews
WHY YOU ARE THE RIGHT PERSON:
Previous experience in banking, financing, or other related fields
A strong acumen and interest in investment research, selection, portfolio development and monitoring
Ability to build rapport with clients
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
Must be a CFP or CFA