Financial Planner - Pennsylvania, United States - FIG Talent Solutions

Description

JOIN OUR TEAM TODAY

One of our Financial Planning practices is in search of a Certified Financial Planner to join their team. Hybrid work schedule

YOUR ROLE:

As part of the advisory and planning team, you will support the development and delivery of customized financial solutions to our investment clients.

HOW YOU WILL MAKE AN IMPACT:

· Prepare plan packages to share with our clients on investment strategies and other financial decisions

· Provide analysis about financial options use data to make projections

· Aid in the assessment of clients' assets, liabilities and overall financial conditions

· Prepare presentations that recommend various financial products

· Review and communicate portfolio performances to clients

· Identify potential opportunities to enhance client plans and portfolios during periodic reviews

WHY YOU ARE THE RIGHT PERSON:

· Previous experience in banking, financing, or other related fields

· A strong acumen and interest in investment research, selection, portfolio development and monitoring

· Ability to build rapport with clients

· Strong analytical and critical thinking skills

· Excellent written and verbal communication skills

· Must be a CFP or CFA