Financial Planning & Investment Advisor
Core
Build lasting client relationships, lead financial planning discussions, assess goals and risk tolerance, and develop actionable plans covering retirement, education savings, estate planning, insurance, tax-efficient investing, and wealth preservation.
Role type
Financial Planning & Investment Advisor
Builds
Tailored financial plans and managed investment portfolios
Domain
Wealth management and financial planning
Required skills
Financial planning, investment advisory, wealth management, retirement planning, estate planning, insurance, tax-efficient investing, portfolio management, business development, networking
Preferred skills
CFP® certification, securities and insurance licenses (FINRA Series 7, Series 66/65), Bachelor's degree in Finance/Business/Economics
Technologies
None stated
Responsibilities
Lead financial planning discussions, assess client goals and risk tolerance, develop actionable financial plans, manage portfolios and monitor accounts, adjust strategies based on market conditions, drive practice growth through business development, collaborate with internal and external specialists
Seniority
Mid-level, individual contributor