Financial Planning Strategist
2 months ago
We are seeking a skilled Financial Planning Strategist to join our team at The Recruitment Council.
Job OverviewThis role is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies.
Key Responsibilities:- Strategic Financial Planning: Provide expert advice on wealth creation and asset protection, identifying fiduciary opportunities and recommending appropriate financial products.
- Portfolio Growth and Retention: Drive revenue growth by building and maintaining a portfolio that meets profitability targets, delivering personalized financial strategies and solutions.
- Collaborative Relationship Building: Establish strong relationships across teams to drive innovation and achieve service excellence.
- Compliance and Quality Assurance: Maintain a high standard of service quality and ensure compliance with legislative, audit, and regulatory standards.
- Process Optimization: Seek opportunities to improve efficiencies, contain costs, and enhance service delivery through strategic process improvements.
- Minimum Education: Degree in Finance, Economics, or Accounting.
- Preferred Certification: Certified Financial Planner (CFP).
- Experience: 35 years in banking, wealth management, or financial planning environments.
- Proficiency in Banking Systems: Strong knowledge of banking and financial service systems and regulatory requirements.
- Project Management Skills: Ability to work independently and make informed decisions.
- Financial Markets Knowledge: Extensive knowledge of financial markets and investment products.
$120,000 - $180,000 per year, depending on experience.
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