Serve as a Senior Financial Analyst focused on comprehensive wealth management strategies for high-net-worth clients. Utilize your expertise in creating tailored financial plans and strategies.
This role requires exceptional financial planning skills and the ability to cultivate client relationships effectively. You will gather vital client information, prepare detailed financial plans, and champion financial planning practices among internal advisors. Engagement in team development and collaboration is vital.
Key Responsibilities:
• Gather client data to devise goal-oriented plans
• Analyze financial plans ensuring client needs are met
• Present financial strategies and drive deeper relationships
• Support financial planning integration across advisory teams
• Lead workshops and training sessions on financial topics
Requirements:
• Professional CPA designation required
• 5+ years of experience in high-net-worth planning
• Accredited financial planning ...