A company is looking for a Private Wealth Planner to deliver comprehensive financial planning and investment strategies to clients.
Key Responsibilities
Develop and implement customized financial plans aligned to clients? unique goals
Guide clients through tax-efficient strategies, retirement planning, and wealth preservation techniques
Conduct ongoing portfolio and financial plan reviews, adjusting strategies as needed
Required Qualifications
Certified Financial Planner (CFP) designation required
5+ years of experience in financial planning, investment management, or wealth advisory
Knowledge of eMoney required
Strong understanding of investment strategies, tax planning, and estate planning
Self-motivated with strong follow-through, capable of working independently
