Personal Financial Strategist
1 week ago
Baker Tilly is seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. As a trusted advisor, you will oversee our clients' financial resources while skillfully tailoring sound, long-term financial plans.
Key Responsibilities- Meet and develop relationships with clients to understand their situation
- Offer support and provide ongoing financial guidance, to help them achieve their retirement goals
- Create strategic financial plans and budgets for clients
- Identify potential financial risks and develop strategies to mitigate them
- Monitor clients' need and adjust their financial plans accordingly
- Prepare detailed financial reports for clients
- Provides financial analysis as part of preparing a comprehensive financial plan for clients, including cash-flow, retirement, estate planning, education funding, risk management, retirement projections and investment management
- Work collaboratively with Firm partners and staff in providing advice to clients
- Coordinate with our Portfolio Manager partners to ensure the client portfolios are managed in line with the client tax plan
- Develop and maintain positive and productive working relationships
- Delivering to the highest service standards
- Managing multiple client requests efficiently and in a timely manner
- Identify and cultivate new clients to develop and grow a book of business
- Review and identify any opportunities to improve client and company outcomes through the financial planning process
- Maintain updated knowledge of regulations, practices, and financial products
- Active Certified Financial Planner (CFP) designation
- Active life insurance license (preferred) or willingness to obtain within 3 months of hire
- Bachelor's degree in a relevant field such as Business, Finance/Commerce, Economics or Statistics; master's degree, CPA, or diploma in financial planning a plus
- Minimum 3-5 years' experience as a Financial Planner or Financial Consultant
- Ability to analyze complex financial information and make recommendations
- Previous experience with CaseWare, Taxprep, developing financial plans utilizing Conquest (or similar) is an asset
- Flexibility to support an entrepreneurial business model focused on growth
- Experience with paraplanning and working in the investments and insurance industry
- Strong interpersonal skills with a proven ability to build and establish strong relationships with our clients, internal and external partners, suppliers, and members of the BT KDN team
- Exceptional written and oral communication skills
- Ability to consistently meet deadlines, which can be conflicting with one another
- Strong analytical skills and high attention to detail
- A desire to be an integral part of a fun team environment
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