Financial Planner

Company DescriptionKreitler Financial is dedicated to helping individuals and families navigate financial complexities and reduce uncertainties in an ever-evolving world. As independent advisors, we provide comprehensive wealth management services, including lifetime financial planning and investment management. By offering end-to-end implementation, we ensure that our clients reach their financial goals with confidence. Our mission is to make a meaningful impact on the lives of those we serve by fostering financial clarity and security.Role DescriptionThis is a full-time on-site role for a Financial Planner located in New Haven, CT. The Financial Planner will be responsible for meeting with clients to assess their financial situations, developing tailored financial plans, and providing guidance on investment strategies. The role also involves performing detailed financial analyses, managing client relationships, preparing recommendations, and assisting with the implementation of financial plans. The position requires collaboration with team members to ensure high-quality client service and long-term goal achievement.QualificationsProficiency in wealth management, estate planning, and investment strategiesStrong financial analysis, forecasting, and planning skillsExperience in client relationship management and excellent interpersonal skillsExpertise in financial software tools and platformsStrong written and verbal communication skills for presentations and documentationCompliance with regulatory standards and licensing requirementsBachelor’s degree in Finance, Business, Economics, or a related field; CFP certification is a preferredAttention to detail, analytical mindset, and the ability to work collaborativelyKnowledge of market trends and financial regulations