Financial Planner

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About Us

We are a client-focused financial planning firm dedicated to providing comprehensive wealth management solutions. We focus on the fundamentals of financial planning and therefore strive to have all of our advisors earn their CFP. Our mission is to help clients achieve their financial goals through personalized strategies, informed decision-making, and a commitment to fiduciary excellence.

Position Overview

We are seeking an experienced Financial Advisor to join our team. The ideal candidate will have a minimum of three years of experience in financial planning and hold the Certified Financial Planner (CFP) designation . This role involves working closely with clients to develop tailored financial plans, manage investment portfolios, and provide ongoing financial guidance.

Key Responsibilities

• Develop comprehensive financial plans that align with clients\' short- and long-term goals.
• Conduct in-depth financial assessments, including cash flow analysis, investment strategies, risk management, retirement planning, tax efficiency, and estate planning.
• Provide personalized investment recommendations and portfolio management strategies.
• Educate clients on financial concepts and guide them through complex financial decisions.
• Maintain compliance with industry regulations and uphold fiduciary responsibilities.
• Build and nurture long-term client relationships through proactive communication and regular reviews.
• Collaborate with internal team members to deliver holistic financial solutions.
• Stay up to date with industry trends, market conditions, and financial planning best practices.

Qualifications & Requirements

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