Wealth Planner & CFP-Driven Client Advisor

United Capital Financial Advisors, LLC; Davenport (IA); On-site; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Professional development support

Performance-based incentives

Job summary

A financial advisory firm in the United States is looking for a Wealth Manager to provide personalized financial advice and investment strategies. The role requires a Bachelor's degree, a CFP designation or progress towards it, and 3-5 years of experience. Responsibilities include advising clients on taxes and retirement planning, managing relationships, and delivering financial planning. Competitive salary and benefits are offered.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field required.
• Certified Financial Planner (CFP) designation required or in progress.
• Minimum of 3-5 years of experience in financial planning, wealth management, or related field.

Responsibilities

• Provide personalized financial advice, investment recommendations, and planning solutions.
• Advise clients on investment, tax, retirement, education, insurance, and estate planning strategies.
• Analyze financial information to determine appropriate strategies for achieving objectives.

Job description

A financial advisory firm in the United States is looking for a Wealth Manager to provide personalized financial advice and investment strategies. The role requires a Bachelor's degree, a CFP designation or progress towards it, and 3-5 years of experience. Responsibilities include advising clients on taxes and retirement planning, managing relationships, and delivering financial planning. Competitive salary and benefits are offered.