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Certified Financial Planner

Company: Dogwood Capital Management
Location: Las Vegas
Posted on: May 16, 2022

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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