Financial Planner

Our client is seeking an experienced Financial Planner to join their team. The ideal candidate will have years of hands-on financial planning experience, a CFP designation, and a strong background in gathering client data and building comprehensive financial plans. This is an onsite position based in Fairfield County, CT.

Financial Planner’s Responsibilities And Duties

• Collect and analyze client financial data to develop tailored financial plans
• Build, present, and update comprehensive financial plans
• Collaborate with clients to identify financial goals, investment strategies, and risk management solutions
• Monitor and adjust financial plans based on client needs, market trends, and regulatory changes
• Utilize eMoney or similar financial planning software to manage client portfolios and plan scenarios
• Maintain up-to-date knowledge of financial planning best practices, regulations, and tools
  
  

Financial Planner’s Qualifications And Skills

• Certified Financial Planner (CFP) designation required
• At least 5 years of financial planning experience
• Proficiency in financial planning software, preferably eMoney
• Strong analytical, organizational, and communication skills
• Ability to work independently and manage multiple client relationships
• Deep understanding of investments, retirement planning, tax strategies, and risk management
  
  

RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law.