Certified Financial Advisor
Core
Establish, grow, and maintain long-term relationships with clients to help them plan financial goals using disciplined investing and tax management strategies.
Role type
Senior IC financial advisor
Builds
Personalized investment strategies and financial planning guidance
Domain
Wealth management / Financial planning
Deliverable
client delivery
Required skills
Certified Financial Planner (CFP®) designation, Series 7/63/66 licenses, book of business management, trust and estate planning, financial planning, investment strategies, industry regulations
Preferred skills
Positive and resilient change agent, collaboration
Technologies
N/A
Responsibilities
Establish and maintain client relationships, partner with investors on financial goals, provide tax management strategies, develop personalized investment strategies, apply trust and estate planning knowledge
Seniority
Senior, hands-on IC