Financial Planner

Permanent posted 1 month ago

Job Description

INDUSTRY: Banking

SUMMARY:
Merit Services is seeking an experienced Financial Planner for one of our clients in Woodbridge. As a Financial Planner, you will have the opportunity to work closely with clients to understand their financial goals and develop personalized financial plans to help them achieve those goals. This is a dynamic and rewarding role that requires exceptional communication skills and a passion for helping clients build and secure their financial futures.

RESPONSIBILITIES:

  • Conduct client meetings to evaluate their financial situation and develop personalized financial plans.
  • Offer advice and recommendations on investments, securities, tax planning, retirement planning, and estate planning.
  • Stay up-to-date with financial industry trends and regulatory requirements.
  • Build and maintain relationships with clients and provide ongoing financial education and support.
  • Collaborate with other financial professionals, such as lawyers and accountants, to provide comprehensive financial advice to clients.

QUALIFICATIONS:

  • Bachelor’s degree in finance, accounting, or a related field.
  • Certified Financial Planner (CFP) designation or equivalent.
  • 3-5 years of experience in finance
  • Strong understanding of investment strategies, financial planning, and tax.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and manage a portfolio of clients.
  • Continuous education to stay up-to-date with industry trends and regulatory requirements.

BENEFITS

  • Competitive salary and comprehensive benefits package.
  • Opportunities for professional growth and advancement.
  • Flexible work arrangements to accommodate personal needs.
  • Dynamic and collaborative work environment that fosters teamwork and innovation.
  • Emphasis on work-life balance and wellness activities to support overall well-being.

Contact us today to explore new opportunities, or connect with us on LinkedIn for the latest updates.

 
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