Wealth Plan Specialist

Second Opinion Partners, a growing wealth management firm, is seeking a Wealth Plan Specialist to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization!

Our mission here at Second Opinion Partners propels Life and financial planning to a whole new level! We share our successful life coaching experiences with clients so they can dive deeper into a complete holistic process in order to identify their own compelling vision for their future. And we help help them create the financial foundation to achieve and enjoy it. In a nutshell… we’re Life Transition Specialists who are passionate about helping clients identify what is most important in life to them.

Description

The Wealth Plan Specialist is responsible for the creation and maintenance of the Comprehensive Financial Plans for the firm’s clients. This individual focuses on client needs in the areas of cash flow, retirement planning, estate planning, education planning, and major purchase planning.

Responsibilities & Activities

Educational & Industry Requirements

Bachelor’s degree in business administration, accounting, finance, or similar field of study.
Minimum of three years of financial planning, wealth management, or public accounting experience. Ideally, two to three years of experience in a financial planning firm.
Professional designation such as CFP or CPA highly desirable.

Knowledge, Skills, & Abilities

Requires:

We offer a great working environment in a beautiful and professional office location. This is a great opportunity to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on
improving our client’s lives.

If you are interested in this opportunity, please submit your resume and letter of interest in our online form below.

Given the high demand for this position, we’re only able to contact the most qualified candidates.

Apply Online Here

Position Applying For: Wealth Plan Specialist

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    Second Opinion Partners