What are the responsibilities and job description for the Financial Planner position at Clearwater Private Wealth Advisors?
Job Summary:
We are seeking a highly motivated and detail-oriented Financial Planner to join our team. The ideal candidate will provide comprehensive financial planning services to high net worth clients, helping them achieve their short- and long-term financial goals through personalized strategies and expert guidance.
Key Responsibilities:
- Manage and develop customized financial plans based on clients’ goals, risk tolerance, and financial situation.
- Analyze and evaluate investment options, retirement plans, tax strategies, and insurance needs.
- Conduct regular reviews and updates of client portfolios to ensure alignment with objectives.
- Present plans and discussions with high net worth clients and the advisor.
- Maintain compliance with regulatory requirements and company policies.
- Build and maintain strong client relationships through exceptional service and communication.
- Collaborate with internal teams to deliver holistic financial solutions.
Qualifications:
- Bachelor’s degree in Finance, Economics, Accounting, or related field (CFP® certification preferred).
- Series 7 Preferred
- 3 years of experience in financial planning or wealth management.
- Strong knowledge of investment products, tax planning, and retirement strategies.
- Excellent analytical, communication, and interpersonal skills.
- Proficiency in financial planning software and Microsoft Office Suite.
What We Offer:
- Competitive salary and performance-based incentives.
- Comprehensive benefits package (health, dental, vision, 401(k)).
- Ongoing professional development and CFP® support.
- Collaborative and client-focused work environment.
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
Salary : $60,000 - $80,000