We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.

Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf

Responsibilities:

• Advise clients on estate planning strategies to protect and manage their assets effectively.

• Develop tailored tax planning solutions to optimize financial outcomes for clients.

• Conduct detailed investment analyses to identify opportunities and mitigate risks.

• Build and maintain strong client relationships by providing exceptional service and clear communication.

• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.

• Monitor market trends and equity investments to provide informed recommendations.

• Prepare detailed reports and presentations to communicate financial insights and strategies.

• Ensure compliance with financial regulations and industry standards in all advisory services.

• Utilize advanced financial tools and software to enhance analysis and decision-making processes

• Minimum of 5 years of experience in financial advising, investment analysis, or similar roles.
• Strong knowledge of estate planning and tax strategies.
• Proficiency in equity investment and portfolio management.
• Excellent client relations skills, with the ability to build trust and rapport.
• Skilled in preparing and presenting complex financial reports.
• Familiarity with financial tools and software for analysis and planning.
• Ability to stay updated on market trends and industry regulations.
• Bachelor’s degree in Finance, Economics, or a related field; advanced certifications are a plus.