Senior Financial Planner - Tax (NC Licensed)

A company is looking for a Senior Financial Planner - Tax. Key Responsibilities Prepare high-net-worth financial plans, including retirement projections, tax planning, and estate planning Utilize financial planning tools and collaborate with advisors to enhance client experiences Stay updated on financial planning topics and develop educational resources for clients and advisors 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 CPA required Proficiency in financial planning software and Microsoft Office Suite Ability to work independently and manage multiple tasks effectively

Mar 21, 2025 - 19:52

A company is looking for a Senior Financial Planner - Tax. Key Responsibilities Prepare high-net-worth financial plans, including retirement projections, tax planning, and estate planning Utilize financial planning tools and collaborate with advisors to enhance client experiences Stay updated on financial planning topics and develop educational resources for clients and advisors 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 CPA required Proficiency in financial planning software and Microsoft Office Suite Ability to work independently and manage multiple tasks effectively