Financial Planning Specialist

Financial Planning Specialist focuses on as a valued partner, you will also assist with business development, opportunity spotting and revenue generation.what will you do?.

What the role involves

• As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What will you do?
• Preparing comprehensive financial plans that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning.
• Simplify complex strategies to assist advisors.
• Supporting a work environment that inspires innovation, creativity, collaboration and diversity.
• Develop strong internal and external networks and referral sources.
• Driving innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Skills and requirements

• Five years experience with tax planning for high net worth clients.
• Five years of relevant experience in all aspects of financial planning.
• Qualified applicants may be contacted to review their resume in more detail.Job Skills.

Additional role context

• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
• Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate.
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.