Estate Planning Specialist & Annuity expert

Overview
We are seeking a detail-oriented and knowledgeable Planner to join our dynamic team. The ideal candidate will possess a strong background in financial services, estate planning, and investment management. This role requires a comprehensive understanding of financial concepts, tax experience, and the ability to analyze complex financial data. The Planner will work closely with clients to develop tailored financial strategies that align with their goals and needs.

Responsibilities

• Collaborate with clients to assess their financial situation and develop customized estate planning strategies.
• Conduct thorough financial analysis to identify opportunities for wealth management and investment growth.
• Provide guidance on wills, trusts, and estate law to ensure compliance with relevant regulations.
• Utilize financial software to create detailed reports and presentations for client meetings.
• Manage client portfolios by monitoring investments and making recommendations based on market trends.
• Maintain strong customer relationship management practices to foster long-term client relationships.
• Stay updated on securities law and tax regulations to provide informed advice.
• Conduct research on financial products and services to enhance client offerings.
• Support the sales process by presenting financial solutions that meet client needs.

Requirements

• Proven experience in estate planning, financial sales, or related fields.
• Strong knowledge of securities law, tax regulations, and wills, trusts & estate law.
• Proficiency in financial analysis, cash management, and portfolio management.
• Excellent mathematical skills with a solid understanding of financial concepts.
• Familiarity with asset management principles and corporate accounting practices.
• Experience in public accounting or technical accounting is a plus.
• Strong research skills with the ability to analyze data effectively.
• Proficient in using financial software for reporting and analysis.
• Exceptional communication skills with a focus on customer service and relationship building.
• Ability to work independently as well as collaboratively within a team environment. If you are passionate about helping clients achieve their financial goals through strategic planning and expert advice, we encourage you to apply for this exciting opportunity as a Planner.

Job Types: Full-time, Part-time

Pay: $62,722.83 - $75,537.17 per year

Benefits:

• 401(k) matching
• Financial planning services
• Flexible schedule
• Flexible spending account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Relocation assistance

Work Location: In person