Financial Planner Job Description
We are seeking a skilled professional to join our team as a Financial Planner. The ideal candidate will have a passion for financial planning and delivering exceptional service to clients.
Key Responsibilities:
* Develop comprehensive financial plans for clients based on their goals and risk tolerance.
* Provide investment advice and recommendations.
* Assist clients in retirement planning, estate planning, tax planning, and insurance needs.
* Monitor and review clients' financial situations regularly.
* Stay up-to-date with financial industry regulations and best practices.
Required Skills and Qualifications:
* Bachelor's degree in Finance, Accounting, Economics, or related field.
* Certified Financial Planner (CFP) designation preferred.
* Minimum of 3 years of experience in financial planning or related field.
* Strong knowledge of financial services products and regulations.
* Excellent communication and interpersonal skills.