Financial Wealth Planner

1 week ago

Taguig, Philippines Lennor Group Full time

Overview As a Financial Planner , you will be part of a collaborative team that supports financial advisors by preparing tailored financial analyses and plans. Your role will focus on research, data review, and building well-structured financial plans that enhance the advice provided to clients. Your Responsibilities Client Financial Review: Examine clients’ financial documents to understand their investments, insurance, retirement, taxes, and estate needs. Financial Plan Creation: Support advisors in drafting detailed, customized financial plans. Research & Analysis: Explore investment options, insurance products, retirement strategies, and other planning solutions. Modeling & Software Use: Build projections, cash flow analyses, and scenario comparisons using tools like eMoney or MoneyGuidePro. Regulatory Compliance: Ensure all plans and documents follow industry rules and company standards while keeping organized records. Team Support: Collaborate with paraplanners and advisors to ensure high-quality deliverables and enhance client satisfaction. What our Client is Looking For Certified Financial Planner (CFP) certification Bachelor’s degree in Finance, Accounting, Economics, or a related field Minimum 2 years of experience in financial planning, paraplanning, or supporting advisory teams Strong knowledge of personal finance, investments, insurance, and tax planning Skilled in financial planning software, Excel, and CRM systems Detail-oriented with excellent analytical and problem-solving skills Strong written and verbal communication skills High ethical standards and commitment to client confidentiality Experience in a Registered Investment Advisor, fee-based advisory firm, or supporting advisory relationships in a financial services firm Familiarity with retirement planning, estate planning, or small business financial planning Ready to take the next step in your career? Submit your application now #J-18808-Ljbffr

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