The successful candidate will be responsible for processing client data, identifying financial planning needs, and developing recommendations to assist clients in achieving their financial goals
Job Summary
The successful candidate will be responsible for processing client data, identifying financial planning needs, and developing recommendations to assist clients in achieving their financial goals.
BDO offers an award-winning environment that fosters a people-first culture with a high priority on personal and professional growth, including extensive learning and development opportunities.
The company is committed to providing competitive total cash compensation, flexible benefits from day one, and a market-leading personal time off policy, alongside support for wellness initiatives.
Matching Summary
The successful candidate will be responsible for processing client data, identifying financial planning needs, and developing recommendations to assist clients in achieving their financial goals.
Salary
$76,000 - $114,000 annually
Skills & Requirements
Must-have
Financial planning software utilization
Microsoft Office Suite proficiency
Client data processing and entry
Identifying financial planning needs and solutions
Developing financial recommendations
Meeting preparation and report packaging
Nice-to-have
People-first culture engagement
Digital tools and strategies adoption
Expertise growth through learning
Client industry understanding
Positive and professional client interaction
Key Requirements
Pursuant or completed CFP designation
3+ years' wealth/financial planning experience
Inquisitive and curious attitude
Strong analytical and problem-solving abilities
Ability to work independently with minimal supervision