Financial Planner
Financial Planner
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Job Description
Job Description
Our client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates analyzes delivers and supports custom wealth plans for high-net-worth clients.
This is a challenging position where you get to collaborate with team members and provide clients with a dynamic wealth planning experience. You will be working in a fast-paced environment where you help your clients portfolio grow by applying your innovative ideas in areas such as cash flow retirement estate education insurance and tax planning needs for your clients. You will assist clients Senior Portfolio Managers and Senior Relationship Managers make timely adjustments and test scenarios offering a range of outcomes for informed decisions.
Responsibilities:
- Communicate directly with current and potential clients concerning all aspects of the Wealth Planning Process including engagement letters document requests wealth questionnaires follow-up inquiries and related matters;
- Create analyze and strategize Wealth Planning outcomes and follow through on helping client implement to meet stated objectives;
- Provide timely and dynamic financial planning updates based on the client changing financial circumstances;
- Establish a continuous strong relationship with clients to gain a thorough understanding of their current situations thereby enabling the provision of valuable proactive planning and strategic advice and solutions;
- Develop refine and maintain written systems of all wealth planning activities;
- Supports team with preparation of materials for client meetings;
- Create and/or find marketing articles related to Wealth Planning strategies.
- Certified Financial Planner (CFP) designation and in current good standing;
- Insurance licensed - Life and A&S;
- Minimum of 10 years of financial planning wealth management and/or risk management experience. Will consider candidates with less experience if educational background demonstrates knowledge in these areas and attitude toward excelling in this field;
- Bachelors degree in business administration financial services accounting finance or similar field of study a benefit but not mandatory;
- Detail-oriented and highly organized;
- Strong analytical and time management skills;
- Excellent interpersonal and communication skills;
- A genuine interest in serving and caring for people;
- Proficiency with Microsoft Office Suite;
- Experienced users of financial planning tools: Naviplan Conquest etc.
Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest in this opportunity.
Employment Type
Full Time
