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Financial Planner

San Jose, California, United States

Description:

Our client is a comprehensive financial planning firm committed to helping clients improve their long-term financial success. They are seeking a Financial Planner to join their team. This position will support a Lead Financial Advisor, with a growth path to directly leading client relationships. Responsibilities: Prepare Financial Plans Through eMoney Process new account paperwork Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment …

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Financial Advisor

Bluffton, South Carolina, United States

Description:

Our client is a boutique RIA, seeking an experienced Certified Financial Planner (CFP) with 3-5 years of experience to join our team. The ideal candidate will provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and risk management, to help clients achieve their financial goals. The ideal candidate will be considered for a succession opportunity. Key Responsibilities: Develop personalized financial plans based on clients' goals and risk …

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