Elevate your career in financial services with BDO as a Financial Planner on our Wealth Management team. Leverage your expertise to assist clients in achieving their financial goals.
BDO is seeking a skilled Financial Planner dedicated to the wealth management sector. You will engage with clients to identify significant financial planning needs, utilizing your experience in investments, insurance, and tax management. The role requires proficiency in financial planning software and a strong analytical mindset to support clients in their diverse financial journeys.
Key Responsibilities:
• Process client data using financial planning software
• Identify solutions tailored to clients' wealth and goals
• Serve clients regarding investments, tax, and estate planning
• Prepare meeting materials and report packages
• Handle ad hoc projects and other planning duties
Requirements:
• Currently pursuing or completed CFP designation
• 3+ years in wealth/financial plann...