Certified Financial Planner

Job Summary

A company is looking for a Private Wealth Planner to deliver comprehensive financial planning and investment strategies to clients.

Key Responsibilities

• Develop and implement customized financial plans aligned to clients' unique goals
• Guide clients through tax-efficient strategies, retirement planning, and wealth preservation techniques
• Conduct ongoing portfolio and financial plan reviews, adjusting strategies as needed

Required Qualifications

• Certified Financial Planner (CFP) designation required
• 5+ years of experience in financial planning, investment management, or wealth advisory
• Knowledge of eMoney required
• Strong understanding of investment strategies, tax planning, and estate planning
• Self-motivated with strong follow-through, capable of working independently