Wealth Advisor - CFP® Professional
HybridPlantation Broward County, Florida, United States
Job Summary
Lead client relationships and manage comprehensive financial plans based on clients' goals and unique circumstances. Develop personalized investment policy statements, review quarterly and annual tax planning opportunities with CPAs, and conduct research on estate planning, investments, and Social Security. Collaborate with planners and the investment team to structure investments and provide ongoing portfolio reviews. Attend client events, network with Centers of Influence, and contribute to strategic firm initiatives. Requires CFP® certification, five years of financial planning experience, and proficiency in MoneyGuidePro and Salesforce. Competitive salary plus incentive pay, fully paid medical benefits, and tuition reimbursement.
Required Qualifications
- Bachelor's degree
- CFP® certification
- Minimum of five years of financial planning experience
- demonstrated leadership capabilities
- client relationship management capabilities
- Proficient in describing financial planning concepts
- scenario analysis skills
- Monte Carlo analysis skills
- Proficient in reviewing and explaining tax information and projections
- recommending and developing alternative scenarios
- Ambitious
- self-directed
- capable of effectively managing both individual responsibilities and collaborative work with others
- Highly proficient in financial planning and business software
- MoneyGuidePro proficiency
- Salesforce proficiency
- Organized
- strong attention to detail
- high ethical standards
- Open-minded
- strong work ethic
- collaborative approach to problem-solving
- High level of integrity
- passion for the wealth management profession
- successfully complete a background check
- no regulatory disclosures or disciplinary actions in their history
Desired Qualifications
- CPA license
- prior experience with income tax planning and analysis
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