|
Job Summary:
The
Financial Planner will be
involved in a variety of activities
including client servicing, investment
strategy and tax reviews, and
marketing-related activities.
Job
Description:
The
Financial Planner will perform
all or some of the following Job description:
He/She will
gather client data,
analyze and evaluate financial
status, develop and present
financial plans
The
Financial Planner will
implement
recommendations, and monitor
financial plan recommendations
He/She
will
work internally to identify planning
issues and opportunities, analyze
strategic options, generate exhibits and
statements, advise clients, and manage
implementation of client decisions
He/She
will work with leading
investment, tax, and legal firms to
deliver these services to Company clients
The
Financial Planner - Tax will prepare
quarterly income tax projections and
extension estimates for high net worth
clients
Prepare
various financial exhibits such as net
worth statements, estate tax balance
sheets, estate tax flow charts, total
return calculations, etc.
The
Financial Planner - Tax will assist in
financial planning projects and analysis
He/She
will perform extensive telephone contact
leading to face-to-face interaction with
clients, and their outside advisors, to
obtain information and provide advice.
Minimum Requirements / Knowledge /
Skill For Financial Planner Job
-
The
Financial Planner should possess strong academic
background, extraordinary interpersonal
skills, and proven client
relationship-building experience
-
He/She should have
a
consistent or well-patterned work
history
-
The
Financial Planner
must be of high
integrity
-
He/She
should have
excellent communication
skills and a demonstrated aptitude for
financial planning disciplines,
including income taxes, investments,
insurance, and trusts and estates.
Minimum Education Requirements /
Certification / Licensure For
Financial Planner Job
-
Bachelor’s degree in Accounting or
Finance with a GPA of 3.2.
-
CFP, CPA,
teaching-oriented background or
equivalent.
View More Financial Planner Job Descriptions
Financial Planner Job Description
Financial Planner I Job Description
Financial Planner III Job Description
PMO Financial Planner Job Description
Find More
Planner
Job Descriptions Here
|
