Wealth Management Financial Planning Officer - New Milford, Connecticut, , United States

Only for registered members New Milford, Connecticut, , United States

4 days ago

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Job summary

WealthManagement FinancialPlanning Officer.
Maintain a thorough understanding of the client's financial situation and lead clients through the financial planning process by gathering significant and pertinent data as it relates to the client's entire financial world. Utilize financial planning software in order to provide analysis of a clients current and future financial picture. Develop financial plans for clients and prepare product illustrations for client meetings.,}
  • Maintain a thorough understanding of advanced financial planning strategies.
  • Analyze cash flow programs.
  • Recommend products which support long-term goals.
  • Review planning deliverables with the client.
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