North Carolina Licensed Senior Financial Planner
Job Summary
Providing expert financial planning services, the full-time remote North Carolina Licensed Senior Financial Planner will develop comprehensive financial plans for high net worth clients, advising on investment, retirement, and estate planning strategies.
Key responsibilities
- Prepare high net worth financial plans, including retirement projections, estate planning, and risk management
- Partner with advisors to deliver a seamless client experience, focusing on accuracy and accountability
- Co-present financial planning concepts and develop educational resources for clients and advisors
Required qualifications
- Active CFP designation and an additional relevant designation (e.g., CEPA, RICP)
- Minimum of 7 years of financial planning experience with high net worth individuals
- Bachelor's degree or equivalent experience
- Proficiency with financial planning software (e.g., eMoney, SS Analyzer) and MS Office Suite
- Strong analytical skills and ability to work independently while managing multiple tasks
Complete Job Description
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