Job Title

Shape clients financial futures as a Financial Planner focused on wealth strategies. Provide comprehensive financial planning services that align with clients'' goals and objectives. In this position, you will gather and process client information using planning software. You will identify their financial planning needs spanning investments, estate planning, and retirement analysis. Your role will also include preparing documentation and reports while executing various financial tasks. Key Responsibilities: Process and analyze client financial data Identify client needs and recommend fitting solutions Provide ongoing support in investments and planning areas Prepare client meeting materials and follow-up Undertake additional ad hoc projects as needed Requirements: CFP designation in progress or complete 3+ years of experience in wealth/financial planning Proficient in Microsoft Office and planning tools Strong analytical and problem-solving skills Capability to work independently with minimal direction Utilize your financial acumen to deliver tailored planning that meets and exceeds client expectations. #J-18808-Ljbffr