What are the responsibilities and job description for the Financial Planner position at Taylor Financial Group Inc?
Company Description
Taylor Financial Group Inc. is a Registered Investment Advisor based in Roanoke, VA. It was founded in 1986.
Role Description
This is a full-time Financial Planner role, located on-site in Roanoke, VA. The Financial Planner will be responsible for collaborating with clients to assess their financial goals, creating tailored financial plans, and providing guidance on retirement planning, investments, and personal financial growth. The role also includes conducting regular financial reviews, staying updated on market trends, and maintaining compliance with relevant financial regulations.
Qualifications
- Proficiency in Financial Planning and Personal Financial Planning
- Credentials such as Certified Financial Planner (CFP) designation or similar certifications
- Experience in Retirement Planning and a strong understanding of financial strategies
- Solid foundation in Finance and ability to interpret financial data
- Excellent communication and interpersonal skills to effectively interact with clients
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Knowledge of financial regulations and ethical practices is advantageous