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CFP Senior Financial Planner
A company is looking for a Senior Financial Planner - CFP. Key Responsibilities Prepare comprehensive financial plans for High-Net-Worth clients, covering various financial needs Utilize financial planning tools and collaborate with advisors to enhance client experiences Stay updated on financial planning topics and co-present strategies with advisors Required Qualifications Bachelor's degree or equivalent experience Minimum of 7 years of financial planning experience with High-Net-Worth individuals Active CFP designation along with an additional relevant certification Proficiency in financial planning software and MS Office Suite Ability to work independently and manage multiple deliverables
A company is looking for a Senior Financial Planner - CFP.
Key Responsibilities
Prepare comprehensive financial plans for High-Net-Worth clients, covering various financial needs
Utilize financial planning tools and collaborate with advisors to enhance client experiences
Stay updated on financial planning topics and co-present strategies with advisors
Required Qualifications
Bachelor's degree or equivalent experience
Minimum of 7 years of financial planning experience with High-Net-Worth individuals
Active CFP designation along with an additional relevant certification
Proficiency in financial planning software and MS Office Suite
Ability to work independently and manage multiple deliverables