💼 Financial Planner

Company
The KXN
Location
Baton Rouge, LA
Date posted
2025-01-14
Job Type
None
Industry
Accounting / Finance
Description
FEE-ONLY RIA The Financial Planner will guide clients through complex financial decisions by developing and executing tailored strategies to achieve their short- and long-term goals. This role requires deep expertise in investment planning and financial planning. Strong relationship-building skills, a focus on business development, and the ability to create comprehensive, personalized financial plans are essential to success. ESSENTIAL DUTIES AND RESPONSIBILITIES: Build and maintain strong...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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