Financial Advisor, Private Wealth Management (CFP, CPA, CTFA, or CPWA req.)

Responsibilities

• Prepare financial plans and planning summaries for advisor review
• Gather and organize client data for planning meetings
• Analyze client goals, cash flow, assets, liabilities, and risk needs
• Support planning across retirement, tax, estate, and insurance topics
• Join client meetings and document follow-up items
• Help advisors prepare and present planning recommendations
• Review financial documents for accuracy and completeness
• Coverage of client needs coordination with internal team members
• Maintain accurate records in CRM and planning systems
• Support client retention through responsive, accurate follow-up

Qualifications

• Bachelor’s degree required
• CFP, CPA, CTFA or CPWA certification required
• 3+ years of financial planning or wealth management experience required
• Experience with portfolio analysis and preparing financial plans required
• Knowledge of investment management, tax strategy, and estate planning fundamentals required
• Strong interpersonal communication skills with confidence in leading client-facing relationships
• Familiarity with financial planning software (eMoney, Morningstar, YCharts) & MS Office required