Financial Planner
2 days ago
Highlight
OnsiteFull-timeMid
Summary
Satori Digital is seeking a Financial Planner to join their team in Columbia, MD. The role involves developing comprehensive financial plans and providing exceptional client service throughout various stages of life.
About the Role
As a Financial Planner, you will support the development of Pre-Retirement, Retirement, and Estate Plans. Your responsibilities will include gathering and analyzing financial data, conducting reviews of client accounts, presenting financial analyses, and maintaining organized documentation. You will also stay updated on financial regulations and assist in revising plans based on client feedback and market changes.
About You
Required:
- 2–6 years of hands-on experience in financial planning, preferably within a fee-only advisory or wealth management firm.
- Certified Financial Planner (CFP®) certification required or currently enrolled in a CFP® program.
- Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning.
- Proficiency with financial planning software, spreadsheets (Excel), and word processing (Word).
- Exceptional attention to detail and a strong analytical mindset.
- Excellent written and verbal communication skills.
Preferred:
- Strong interpersonal skills and a collaborative approach to working with both clients and internal team members.
Satori Digital
Columbia, MD