POSITION SUMMARY:
The Financial Planner will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This role requires deep expertise in investment planning, retirement strategies, tax optimization, and estate planning. Strong relationship-building skills, a focus on business development, and the ability to create comprehensive, personalized financial plans are essential to success.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Build and maintain strong client relationships, providing tailored financial advice and ongoing support
- Conduct client consultations to assess financial situations and recommend personalized strategies
- Prepare and present comprehensive financial plans covering investment, retirement, tax, and estate planning
- Drive business development initiatives to grow the client base and identify new opportunities
- Stay up-to-date on financial products, market trends, and regulatory changes
- Collaborate with internal teams to deliver holistic financial solutions
- Ensure compliance with all legal and ethical standards in financial planning
KNOWLEDGE, SKILLS, AND ABILITIES:
- Bachelor’s degree in Finance, Accounting, or related field
- 5-8 years of financial planning experience, with a focus on client-facing roles and business development
- Proficient in financial planning tools and software (CFP designation preferred)
- Strong analytical and problem-solving skills, with the ability to draft and explain detailed financial plans
- Excellent organizational, verbal, and written communication skills
LEADERSHIP CHARACTERISTICS:
- Strong interpersonal skills with a client-first approach and ability to work cross-functionally
- Results-driven, adaptable to business demands, and focused on client growth
- Proven leadership in mentoring and motivating team members
- Strategic thinker with excellent communication skills, able to explain complex concepts clearly
If you're ready to take the next step in your financial planning career, The KXN is here to help! Submit your resume to esther.yoder@thekxn.com and let’s explore how we can connect you with exciting opportunities through our extensive network.
