Overview

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award‑winning environment that fosters a people‑first culture with a high priority on personal and professional growth. Responsibilities

Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectives Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc. Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals Execute the financial planning cycle by creating, editing, and proofing financial plans Execute and manage the discovery and delivery process with clients Liaise between inv...