Certified Financial Planner
We are seeking a highly motivated and experienced Certified Financial Planner to join our team. The ideal candidate will have a passion for financial planning and helping clients achieve their financial goals. As a CFP, you will be responsible for providing comprehensive financial planning advice to clients, including investment management, retirement planning, estate planning, tax planning, and risk management.
- Develop and implement comprehensive financial plans for clients that align with their financial goals and objectives.
- Provide investment advice and portfolio management services.
- Analyze and evaluate clients' financial status and recommend appropriate financial strategies and solutions.
- Conduct regular portfolio reviews and rebalancing as needed.
- Review clients' insurance needs and recommend appropriate insurance products.
- Provide guidance and advice on retirement planning, including Social Security, pension plans, and 401(k) accounts.
- Assist clients with estate planning, including wills, trusts, and tax planning strategies.
- Keep up to date with changes in financial regulations, tax laws, and investment trends.
- Certified Financial Planner (CFP) designation
- Bachelor's degree in finance, accounting, or related field
- Minimum of 3 years of experience in financial planning and investment management
- Strong knowledge of financial planning principles, tax laws, and investment products
- Excellent communication skills and ability to build strong client relationships.
- Ability to work independently and as part of a team.