Join Richardson Wealth as a Senior Financial Planner, where your expertise in wealth management meets a collaborative, advisor-centric culture. This position focuses on developing comprehensive financial plans tailored for high-net-worth clients.
You will work alongside Tax and Estate Planning experts and Investment Advisors, translating complex financial situations into actionable strategies. Engagement with clients through face-to-face meetings enhances your ability to provide bespoke financial advice. This role does not involve commission sales, promoting a client-driven approach.
Key Responsibilities:
• Collect and analyze client financial information
• Develop financial plans using specialized software
• Summarize and review wealth plans with key stakeholders
• Communicate planning opportunities to clients and team members
• Mentor junior planners and deliver educational content
Requirements:
• Over 10 years of relevant finance experience
• Proficient...