Integrated Wealth & Tax Advisor - Retirement Planning

Lifestyle Planning, LLC; Chandler (AZ); Ibrido; USD 100.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

401(k) with company match

Paid holidays

Generous PTO

Remote work flexibility after 6 months

Descrizione del lavoro

Lifestyle Planning, LLC in Chandler, AZ seeks a seasoned Financial Advisor to lead investment recommendations and portfolio risk management. You will work with attorneys, tax experts, and support staff to align strategies with retirement tax reduction and estate plans.

Responsibilities include coordinating account titling and beneficiary designations, and delivering integrated financial plans using RightCapital.

Competenze

• 5+ years of experience doing comprehensive retirement and tax planning.
• Bachelor’s degree in finance, accounting, economics, business, or related field is preferred.
• Absolute commitment to ethical conduct, client confidentiality, and strict regulatory compliance is required.
• Proficiency in RightCapital and advanced Excel skills.

Mansioni

• Lead investment recommendations, execute trades, apply model portfolios, and manage portfolio risk.
• Collaborate with attorneys, tax experts, and support staff to align investment strategies with retirement tax reduction and estate plans.
• Coordinate with internal team members to ensure account titling, deeds, and beneficiary designations match the master plan.
• Analyze, build, and present complete financial and retirement strategies using RightCapital, while managing account openings, transfers, and policy implementation.

Conoscenze

Client-focused

Collaborative

Coachable

Ethical conduct

Formazione

Bachelor’s degree in finance, accounting, economics, business, or related field

Strumenti

RightCapital

Advanced Excel

Descrizione del lavoro

Lifestyle Planning, LLC in Chandler, AZ seeks a seasoned Financial Advisor to lead investment recommendations and portfolio risk management. You will work with attorneys, tax experts, and support staff to align strategies with retirement tax reduction and estate plans.

Responsibilities include coordinating account titling and beneficiary designations, and delivering integrated financial plans using RightCapital.