Certified Financial Planner
Company: Dogwood Capital Management
Location: Las Vegas
Posted on: May 16, 2022
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Job Description:
Job Description Seeking a Highly Skilled and Experienced
Financial Planner Dogwood Capital Management, Inc. We coordinate
all the financial affairs for a community of Ideal Clients
utilizing best in class Subject Matter Experts to deliver a
comprehensive written lifetime financial strategy (overarching
plan). We are seeking a highly-skilled Certified Financial Planner
to create financial plans for our clients. We're not filling an
internal position for our company, rather, we're seeking a skilled,
experienced professional, capable of working directly with our
clients, to create plans using their own team and resources. If you
are highly competent, and skilled at Financial Planning, and
understand how to impress wealthy clients, then let's talk. Duties
and Responsibilities: --- Create thorough and detailed Financial
Plans that are impressive to affluent clients. --- Willingness to
do a deep-dive into the clients' financial situations in order to
create above-average Financial Plans. --- Our Ideal Clients expect
skilled professionals to develop new and impressive ideas and
strategies for helping them achieve their objectives or accelerate
their goals. --- Develop client relationships through regular
client meetings and communications. --- Conduct routine planning
updates and reviews. --- Willingness to collaborate with a client's
other financial professionals, on crossover issues, to arrive at
impressive solutions and strategies. --- Must have a Team
Mentality. Requirements at a Minimum --- CFP -, or CPA with
experience in the planning aspects of client portfolios, --- 10
years in the Financial Services Industry ( 5 years creating
financial plans) --- Willing and able to consistently exceed your
Ideal Clients' expectations. --- Client-focused approach with
extraordinary listening skills --- A love of providing clients with
creative, concise, and clear solutions Please provide your fee
schedule as compensation is based on skill and experience
Keywords: Dogwood Capital Management, Las Vegas , Certified Financial Planner, Accounting, Auditing , Las Vegas, Nevada
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