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Financial Planning Sr Advisor
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- For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services.
- We’re looking for a talented Sr. Financial Planning Advisor as Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.
- We are looking for individuals that demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty.
- The Senior Financial Planner role acts as the primary financial planning advisor to a group of clients.
- Cash Flows, Strategic Asset Allocations, Estate Document Review, Estate Flow/Wealth Transfer Diagrams, Insurance Performance Reports, Balance Sheet & Ownership Analysis, Tax Returns, Education Funding Analysis )
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