What are the responsibilities and job description for the Financial Planner position at Benson Wealth Managment?
Company Description
Benson Wealth Management is a multi-generational wealth management firm dedicated to helping individuals, families, and businesses build and preserve wealth for future generations. With over 15 years of experience, our team of highly credentialed advisors creates personalized financial plans focusing on investing, insurance, and tax-efficient strategies. We place our clients' best interests at the center of every service, offering comprehensive financial solutions tailored to each unique situation. Our expertise in multigenerational planning ensures families have a cohesive strategy to protect and grow their legacy.
Role Description
This is a full-time, on-site Financial Planner position based in Ankeny, IA. The Financial Planner will engage with clients to develop and implement personalized financial strategies, focusing on wealth management, retirement planning, and tax-efficient practices. Day-to-day responsibilities include conducting client consultations, analyzing financial data, creating actionable plans, and continually monitoring progress toward financial goals. The Financial Planner will also build and maintain long-term relationships with clients to support their evolving needs.
Qualifications
- Proficiency in Financial Planning and Personal Financial Planning
- Certified Financial Planner (CFP) certification or willingness to obtain
- Experience in Finance and Retirement Planning
- Strong interpersonal and communication skills to build lasting client relationships
- Proficiency in financial analysis tools and software
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
- Understanding of tax-efficient financial strategies is a plus
- Commitment to continuous professional development and industry knowledge