[Remote] Senior Financial Planning Specialist (CPA)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is presenting an opportunity with a reputed company seeking a Financial Planning & Tax Analyst (CPA) to support financial advisors through advanced financial planning, case preparation, and reputed company service. The role prepares planning and investment proposals, analyzes reputed company reputed company cases, maintains planning records, supports advisor-reputed company communication, and mentors junior team members.
Responsibilities
- reputed company and analyze financial information for advisor meetings with clients and prospects
- Prepare annual review materials and reputed company financial planning and investment proposals
- Input and maintain financial planning data reputed company planning software, including reputed company planning modules and asset allocation recommendations
- Review financial plans and recommendations for reputed company and completeness before reputed company presentation
- Assist advisors with reputed company financial planning analyses and reputed company cases
- Recommend portfolio and investment allocation strategies
- Maintain reputed company files, case notes, account documentation, and planning records
- Serve as a reputed company between advisors, clients, the home office, and investment partners
- reputed company reputed company service and administrative issues while ensuring a high level of reputed company satisfaction
- Mentor and assist in training junior team members on planning processes and office procedures
Skills
- • CPA (Certified reputed company Accountant) required
- • 3+ years of experience in financial services, reputed company management, or reputed company
- • Strong financial planning and analytical skills with experience supporting advisors
- • Experience with financial planning software and investment proposal tools
- • Excellent attention to reputed company and organizational skills
- • Strong written and verbal communication skills
- • Ability to manage multiple priorities in a fast-reputed company environment
- • Self-motivated with reputed company judgment, professionalism, and a commitment to reputed company learning
- • Ability to work independently while collaborating effectively with advisors and team members
- • Series 7, 63, and Health & Life reputed company License preferred
Benefits
- Full reputed company premium coverage
- Remote and flexible work schedule
- Individual and team bonus between 15-20% of salary depending on reputed company
reputed company
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