Senior Financial Planner
4 weeks ago
Key Responsibilities:
The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting strategies to clients.
Financial Planning Expertise:
The ideal candidate will have a comprehensive understanding of the financial planning process, including investments, asset protection, retirement, estate planning, cash management, and taxation issues. They will also have excellent presentation skills and be able to communicate complex financial concepts in an easily understood manner.
Team Collaboration:
The Senior Total Wealth Planner will work closely with internal colleagues, including taxation, insurance consultants, will and estate planners, and philanthropic group, to ensure an integrated and organized approach to financial planning.
Client Relationships:
The successful candidate will develop professional relationships with local external experts and build relationships with internal advisors and other experts to drive collaboration and maximize client service.
Education and Experience:
The ideal candidate will have a university degree, an accredited financial planning designation (CFP), and a minimum of 5 years of experience as a high net worth financial planner.
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