Certified Financial Planner - JCW : Job Details

Our client, a leading wealth management firm - one of the fastest growing in the country - is seeking to expand their team with a Certified Financial Planner, offering an exceptional opportunity to work with a firm that values personalized client relationships, innovative strategies, and long-term financial security for its clientele.

Key Responsibilities:

• Build and maintain long-term relationships with clients, offering tailored financial planning and wealth management advice.
• Conduct in-depth financial analysis, including retirement planning, investment strategies, tax optimization, and estate planning.
• Develop customized financial plans aligned with clients' goals, risk tolerance, and financial circumstances.
• Provide periodic reviews and updates to clients, ensuring their financial plans adapt to changing circumstances and market conditions.
• Maintain compliance with regulatory standards, ensuring ethical and professional service delivery.
• Collaborate with internal teams, such as investment advisors and tax specialists, to provide holistic client solutions.

Key Qualifications:

• Certified Financial Planner (CFP) designation or equivalent; additional certifications (e.g., CFA, ChFC) are a plus.
• Proven experience in financial planning or wealth management (minimum 5 years preferred).
• Strong knowledge of investment products, tax strategies, and financial regulations.
• Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
• Client-first mindset with a demonstrated track record of building trust and long-term relationships.
• Self-starter with excellent organizational and time management skills.