Client-Focused Financial Planning
We are seeking a Financial Planner who is passionate about delivering exceptional client service and building long-term relationships. The ideal candidate will have a strong ability to understand clients' needs and develop personalized financial plans that meet their goals and objectives.
About the Role:
This is an exciting opportunity for a motivated individual to take on a key role in financial planning. The successful candidate will be responsible for attending client discovery meetings, developing financial plans, and maintaining client relationships.
Key Responsibilities:
* Attend client discovery meetings to understand their requirements and develop personalized financial plans
* Develop and implement financial plans that meet clients' needs and goals
* Explain complex financial concepts in an easy-to-understand manner
* Maintain and grow client relationships through regular meetings and reviews of financial plans
* Ensure compliance with all regulatory requirements, including providing disclosures and ensuring advice is in the best interests of clients
* Collaborate with internal teams to deliver high-quality financial planning services
About You:
The ideal candidate will have strong communication and interpersonal skills, a deep understanding of financial planning principles and practices, and a passion for delivering exceptional client service.