Financial Planner

Job Summary

A company is looking for a Financial Wealth Planner to provide financial planning and investment advisory support to clients.

Key Responsibilities

• Facilitate client service to ensure prompt and professional attention to requests and implementation of recommendations
• Build trusted relationships with clients, ensuring they feel known and valued
• Assist in creating and updating financial plans, conducting research, and managing workflow within the team

Required Qualifications

• CFP preferred or currently studying for the exam
• At least 2+ years of client-facing financial advising experience preferred
• Experience with financial planning software, preferably e-Money
• Exceptional organizational and prioritization skills
• Proactive and responsive with the ability to work independently