Senior CFP: Wealth Planning for High-Net-Worth Clients

Talon Hiring Solutions

Birmingham, AL

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Finance, Finance Software, Financial Planning, Financial Services, High Net Worth, Strategic Planning
LOCATION
Birmingham, AL
POSTED
Today

Talon Hiring Solutions is seeking a Certified Financial Planner (CFP®) for their client in Hoover, AL. The role involves delivering comprehensive financial planning services to high-net-worth individuals, including developing tailored strategies for wealth accumulation and tax optimization.Candidates must have a CFP® designation and a bachelor's degree in Finance or related fields. Experience with high-net-worth clients and proficiency in financial planning software are also required.#J-18808-Ljbffr

About the Company

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Talon Hiring Solutions