Job Title

Ravens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement planning services. Job Description We are seeking a highly motivated and experienced Financial Planner to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial security. Key Responsibilities Client Consultations: Conduct thorough financial assessments to understand clients'' financial goals, risk tolerance, and current financial situation. Financial Planning: Develop customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning. Investment Management: Provide investment advice and manage client portfolios to ensure alignment with their financial objectives. Ongoing Support: Monitor and review clients'' financial plans regularly to ensure they remain on track towards their goals. Provide updates and adjustments as necessary. Compliance: Stay updated on financial regulations and ensure compliance with all relevant laws and ethical standards. Education and Guidance: Educate clients on financial products and strategies, helping them make informed decisions. Qualifications Education: Bachelor''s degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) designation; Chartered Life Underwriter (CLU) or working towards these designations is desired. Experience: Minimum of 3-5 years of experience in financial planning or a related field. Skills: Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency with financial planning software and tools. Detail-oriented with strong organizational skills. Prospecting and maturing relationships Ethics: High level of integrity and commitment to maintaining client confidentiality. Competitive commission performance-based bonuses. Professional development and continuing education opportunities. A supportive and collaborative work environment. #J-18808-Ljbffr