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State Licensed Senior Financial Planner
A company is looking for a Sr. Financial Planner to provide support in developing comprehensive financial plans and analyses for clients. Key Responsibilities Support Financial Advisors in creating customized financial plans and documentation Provide technical planning expertise and respond to inquiries from Advisors and team members Assist in the development and maintenance of resources and collaterals for Advisors and clients Required Qualifications Bachelor's Degree in business, finance, economics, or related field 7+ years of experience in Financial Services CFP certification required; CPA, EA, JD, MBA, or other advanced designations preferred Proficient with financial planning technology and Microsoft Office Suite Familiarity with Salesforce and its functionality
A company is looking for a Sr. Financial Planner to provide support in developing comprehensive financial plans and analyses for clients.
Key Responsibilities
Support Financial Advisors in creating customized financial plans and documentation
Provide technical planning expertise and respond to inquiries from Advisors and team members
Assist in the development and maintenance of resources and collaterals for Advisors and clients
Required Qualifications
Bachelor's Degree in business, finance, economics, or related field
7+ years of experience in Financial Services
CFP certification required; CPA, EA, JD, MBA, or other advanced designations preferred
Proficient with financial planning technology and Microsoft Office Suite
Familiarity with Salesforce and its functionality