Financial Planning Expert
2 weeks ago
The Recruitment Council is seeking an experienced Financial Planning Expert to join our team. This role offers a competitive salary and benefits package, as well as opportunities for growth and professional development.
About the RoleWe are looking for a skilled Financial Advisor to assist clients in developing personalized financial plans, assessing their current financial situations, setting clear financial objectives, and formulating strategies to achieve them.
This includes providing expert advice on investment management, retirement planning, and tax planning, as well as recommending appropriate investment strategies and products based on clients'''' risk tolerance and financial objectives.
- Key Responsibilities:
- Conduct thorough financial assessments to understand clients goals and analyze their current financial status, creating customized financial plans to meet those goals.
- Recommend appropriate investment strategies and products based on clients'''' risk tolerance and financial objectives.
- Monitor and manage investment portfolios to optimize performance.
- Help clients estimate their retirement needs and devise strategies to accumulate sufficient funds for a comfortable retirement.
- Offer guidance on tax-efficient investment strategies and identify methods to reduce tax liabilities.
- Enhance clients'''' financial literacy by educating them on financial concepts, investment options, and market trends.
- Ensure adherence to relevant financial regulations and maintain appropriate fit and proper requirements.
- Build strong, long-term relationships with clients by delivering exceptional service and maintaining regular communication.
- Stay updated on the latest market trends and financial products to provide informed advice.
- Participate in ongoing education and training to keep abreast of industry changes and new financial planning strategies.
- Expand a network of potential clients and industry contacts to grow the client base.
- Uphold the highest ethical standards, prioritizing clients'''' interests in all financial interactions and recommendations.
- A minimum of 5 years in a financial advisory role.
- A bachelors degree in financial planning or a similar field.
- Completion of Regulatory Examination 5 for representatives.
- CERTIFIED FINANCIAL PLANNER designation is a valuable addition.
The annual salary for this position is $120,000 - $150,000, depending on experience, plus an annual performance bonus incentive.
In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plan matching, and paid time off.
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