Senior Financial Planner

Kestra Technologies; Paris; Sur place; EUR 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Performance-based bonuses

Comprehensive health insurance

401(k) plan with company match

Professional development opportunities

Résumé du poste

Kestra Technologies is looking for a Senior Financial Planner to join their team in Paris, France. This role involves providing comprehensive financial planning and wealth management services, focusing on client success and satisfaction.

The ideal candidate will possess at least 7-10 years of relevant experience, along with a CFP certification. Technical expertise in financial planning software and investment strategies is essential. The position offers a competitive salary, bonuses, and comprehensive benefits.

Qualifications

• Minimum of 7-10 years of experience in financial planning or wealth management.
• CFP certification required; CFA, CPA are a plus.
• Proficiency in financial planning software.

Responsabilités

• Provide comprehensive financial planning and wealth management services.
• Develop and implement personalized financial plans for clients.
• Ensure client long-term financial success.

Connaissances

Financial planning strategies

Investment management

Tax efficiency

Estate planning

Retirement planning

Formation

Bachelor's degree in finance, business, accounting

Master’s degree preferred

Outils

eMoney

MoneyGuidePro

Salesforce

Description du poste

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred).

Certifications: CFP (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.

Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.

Technical Skills:

• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
• Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
• Experience with CRM systems (e.g., Salesforce) and portfolio management tools.

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.

A collaborative and client-focused work environment.