Remote Senior Financial Planner for High-Net-Worth Clients

Bittime; Jawa Barat; À distance; IDR 1 621 329 000 - 2 702 216 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Commission/bonus potential

Health insurance

Retirement savings plan

Professional development stipend

Fully remote

Résumé du poste

Bittime seeks a Senior Financial Planner to deliver comprehensive, remote wealth management services for high-net-worth clients. You will craft personalized financial strategies, including investments, retirement, estate planning, and risk management, while expanding the client base via remote outreach.

The role requires a CFP certification, a bachelor’s in a relevant field, and 7+ years of experience. You’ll work in a remote-first culture with cutting-edge tools and collaborative support.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field; CFP certification essential.
• Minimum of 7 years of experience in financial planning or wealth management, with a proven track record managing client relationships and assets.
• Demonstrated expertise in retirement planning, investment management, tax strategies, and estate planning.
• Strong understanding of financial markets, investment vehicles, and insurance products.

Responsabilités

• Develop personalized, comprehensive financial plans for high-net-worth clients.
• Analyze clients' financial situations, including assets, liabilities, income, expenses, and insurance coverage.
• Advise on investments, retirement planning, tax efficiency, estate planning, and risk management.
• Build and maintain long-term client relationships and expand the client base remotely.
• Stay updated on financial markets, laws, and regulatory changes.

Connaissances

Client relationship management

Remote work

Financial analysis

Communication

Formation

Bachelor's degree in Finance/Economics/Business

CFP certification

Outils

eMoney Advisor

MoneyGuidePro

CRM systems

Description du poste

Bittime seeks a Senior Financial Planner to deliver comprehensive, remote wealth management services for high-net-worth clients. You will craft personalized financial strategies, including investments, retirement, estate planning, and risk management, while expanding the client base via remote outreach.

The role requires a CFP certification, a bachelor’s in a relevant field, and 7+ years of experience. You’ll work in a remote-first culture with cutting-edge tools and collaborative support.