Financial Planner

About the Company:

Our client is a distinguished financial services company founded by a former female basketball player. The company operates across various locations and is dedicated to empowering clients with comprehensive financial planning services. They are looking for a dedicated and experienced Certified Financial Planner to join their team and contribute to their mission of helping clients achieve their financial goals.

Position Overview:

The Certified Financial Planner will be responsible for providing personalized financial planning services, including retirement planning, personal financial planning, and other financial advisory services. The ideal candidate will have a strong background in finance, exceptional analytical skills, and the ability to work both independently and collaboratively. Additionally, the candidate should have a proven ability to attract and earn new business.

Key Responsibilities:

• Financial Planning Services: Provide comprehensive financial planning services to clients, including retirement planning, personal financial planning, and other financial advisory services.
• Client Management: Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored advice.
• Business Development: Proactively identify and pursue opportunities to attract and earn new business, expanding the client base.
• Investment Advice: Offer strategic investment advice and manage client portfolios to maximize returns and minimize risks.
• Financial Analysis: Conduct thorough financial analysis and develop customized financial plans for clients.
• Compliance: Ensure all financial planning activities comply with relevant laws and regulations.

Qualifications:

• Certification: Certified Financial Planner (CFP) or equivalent certification in financial planning.
• Experience: Proven experience in finance and financial planning, with a track record of attracting and earning new business.
• Knowledge: Strong knowledge of retirement planning and personal financial planning.
• Skills: Excellent analytical skills, attention to detail, and the ability to communicate complex financial concepts clearly.
• Mindset: Competitive mindset, flexibility, and the ability to work both independently and in a team environment.
• Education: Bachelor’s degree in finance, accounting, economics, or a related field. A master’s degree is a plus.
• Technical Proficiency: Experience with financial planning software is a plus.
• Athletic Background: Former athletic experience is also nice to have.

Application Process:

To apply, please submit your resume detailing your qualifications and experience below. The search is being conducted confidentially by Urū Sports.

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