Perform a wide range of planning, education and analysis duties for both existing and prospective clients.
Responsibilities include: retirement modeling, risk management/insurance analysis, educational modeling, estate plan document and tax situation reviews, plan preparations, and providing investment recommendations that align with client goals. Responsible for on-going relationship building with clients and accountable for client satisfaction and retention. Other duties as assigned.
Requires a Bachelor's and 6+ years financial planning experience, legal, tax or other directly related experience. CFP, CPA, JD, MBA preferred. A combination of education and experience may meet requirements. Advanced knowledge of financial analysis, tax, estate planning and wealth transfer planning practices and techniques.
Salary range for this position is $139,000-$150,000
