Senior Financial Planner | Fiduciary, Growth & Equity Path

Rochester Wealth; Rochester (MI); Presencial; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity plan

Partnership path

Descripción de la vacante

Rochester Wealth Strategies, a hometown financial planning firm in Downtown Rochester, seeks a CFP/CPA/CFA or JD to join our advisory team and deliver advanced planning for high-net-worth clients. You will analyze client needs and coordinate with advisors to craft tailored plans.

With 3+ years of industry experience, you will guide investments, estate planning, and tax, while building strong client relationships and contributing to strategic growth and marketing efforts.

Formación

• Must hold CFP, CPA, CFA, or JD before applying.
• Bachelor’s degree.
• 3+ years of industry experience.
• Strong written and verbal communication skills.

Responsabilidades

• Analyze clients' financial needs and develop tailored financial plans.
• Provide guidance on investments, estate planning, and tax.
• Build and maintain strong client relationships.
• Stay updated on financial regulations and market trends.
• Help the company sustain a growing business development / marketing plan.
• Collaborate with other financial professionals to enhance service offerings.
• Utilize financial software and tools for accurate financial analysis and reporting.

Conocimientos

Leadership

Communication

Self-starter

Prioritization

Client management

Educación

Bachelor's Degree

Herramientas

Microsoft Office

Descripción del empleo

Rochester Wealth Strategies, a hometown financial planning firm in Downtown Rochester, seeks a CFP/CPA/CFA or JD to join our advisory team and deliver advanced planning for high-net-worth clients. You will analyze client needs and coordinate with advisors to craft tailored plans.

With 3+ years of industry experience, you will guide investments, estate planning, and tax, while building strong client relationships and contributing to strategic growth and marketing efforts.