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Financial Planner in Birmingham, AL at Vaco

Date Posted: 3/29/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    At least 5 year(s)
  • Date Posted:
    3/29/2019
  • Job ID:
    FINAN48548

Job Description

Financial Planners, are you looking to grow your career by applying your expertise with one of the best financial management groups in Birmingham? Let Vaco serve as your advocate in presenting you to our client who is looking for a CFP. If you have a strong background in financial planning and are looking to move your career forward, let Vaco open the door for you. Apply today! You could be making up to $100K.

As a Certified Financial Planner, you will assist in managing the wealth management relationship. You may also be responsible for client investment trades, under the direction of the Investment Committee. You will deliver personalized investment solutions to help clients work toward their long-term financial goals.


Your daily duties and responsibilities in this role will generally include:

  • Review of client estate planning documents, relevant income tax information, insurance policies, and related business documents
  • Conduct periodic reviews of client income taxes, health care reviews, required minimum distributions, and trust distributions
  • Consult with clients' other professional advisors, attorneys and CPA's as needed

Requirements:

  • Bachelor's degree in Finance, Accounting or equivalent experience
  • MUST be a Certified Financial Planner (CFP)
  • 5-7 years of experience
  • Strong communication skills, ability to manage multiple tasks and attention to detail