Boutique Wealth Management Advisory hiring Wealth Planning Specialist (preferably with CFP certification). Partner with a team of successful Advisors to build comprehensive financial plans.

Keys to an Interview: Wealth Planning Specialist | Certified Financial Planner

• CFP (Certified Financial Planner) certification preferred
• 3-5 years' experience working in wealth management
• Experience with proposals, case analysis, strategic planning (tax, estate, investment)

Key Responsibilities: Wealth Planning Specialist | Certified Financial Planner

• Client facing, supporting team of 5 advisors
• Develop detailed and customized financial plans, covering areas such as estate planning, tax strategies, retirement planning, and wealth preservation.
• Collaborate closely with financial advisors and sales teams to ensure plans align with client goals.
• Stay updated on the latest financial planning tools, including eMoney and Salesforce, to effectively revise and update client plans based on advisor and client feedback.
• Analyze client portfolios and provide actionable insights to enhance their financial strategies.
• Participate in the strategic growth of the firm, with opportunities for equity ownership and a key role in expanding our wealth planning capabilities.