What are the responsibilities and job description for the Financial Planning Director position at Financial Planner Recruiting, LLC?
Job Description
">A talented Certified Financial Planner (CFP) is sought to join our team as a Senior Wealth Management Advisor. The ideal candidate will have extensive experience in comprehensive financial planning, a strong understanding of tax planning, estate planning, and retirement strategies, and a proven track record of building lasting relationships with clients. Key responsibilities include designing and managing customized investment portfolios, providing expertise in asset allocation, tax planning, estate planning, and retirement strategies, and leveraging advanced skills in Microsoft Excel, Word, and Outlook.
Requirements
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- A Certified Financial Planner (CFP) designation is required. ">
- A minimum of 5 years of experience in financial planning is necessary, with expertise across a variety of client needs. ">
- Advanced skills in Microsoft Excel, Word, and Outlook are essential. ">
- Proficiency with Fidelity Wealthscape, Schwab Advisor Center, and Orion is required. ">
- Strong interpersonal and communication skills are necessary, with the ability to connect with diverse clients. ">
What We Offer
">We offer a competitive compensation package, including a 401(k) plan with 3% safe harbor employer contributions, employer-paid health insurance, three weeks paid time off annually, and a hybrid work arrangement. Our team environment is supportive and collaborative, with opportunities for professional growth and leadership.
