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Estate Planning Financial Planner
A company is looking for a Senior Financial Planner - Estate. Key Responsibilities Prepare comprehensive financial plans for High Net Worth clients, including retirement projections and estate planning strategies Utilize financial planning tools and collaborate with advisors to enhance client experiences and deliver tailored solutions Stay updated on financial planning topics and develop educational resources for advisors and clients Required Qualifications, Training, and Education Bachelor's degree or equivalent experience required Minimum of 7+ years of financial planning experience with High Net Worth individuals Active CFP (Certified Financial Planner) certification and JD required Proficiency in financial planning software and tools Ability to work independently and manage multiple tasks effectively
A company is looking for a Senior Financial Planner - Estate.
Key Responsibilities
Prepare comprehensive financial plans for High Net Worth clients, including retirement projections and estate planning strategies
Utilize financial planning tools and collaborate with advisors to enhance client experiences and deliver tailored solutions
Stay updated on financial planning topics and develop educational resources for advisors and clients
Required Qualifications, Training, and Education
Bachelor's degree or equivalent experience required
Minimum of 7+ years of financial planning experience with High Net Worth individuals
Active CFP (Certified Financial Planner) certification and JD required
Proficiency in financial planning software and tools
Ability to work independently and manage multiple tasks effectively