Holistic Financial Advisor​/Planner ,CFP

Our client is looking for an experienced Financial Advisor who can execute in depth Financial plans and tax solutions. This candidate will hold the CFP designation and have a history of working with High net worth clients in achieving their financial goals through holistic planning.

$/yr - $/yr

• Provide detailed in-depth financial planning for high net worth families.
• Hold client meetings to identify, and prioritize financial goals to obtain financial independence, retirement, cash flow, tax and estate planning.
• Collaborate with team to provide best-in‑class service and experience to clients.
• Collaborate with investment team to ensure accurate portfolio management.
• Assist with business development and client acquisition efforts.

• 5 years of financial service experience preferably at an RIA
• Excellent presentation and communication skills and time management skills.
• Team player who is mature, responsible and dependable with focus on attention to detail.
• Four‑year college degree (Bachelor's degree in Finance, Business or Economics)

Mid‑Senior level

Full‑time

Finance and Customer Service

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave