Financial Planning Advisor

Job Title: Financial Planning Advisor

Location: Brisbane, CA (Onsite)

Job Summary

We are seeking an experienced and highly qualified Financial Advisor to provide comprehensive financial planning solutions to clients. The ideal candidate must possess a bachelor s degree (4 years) and hold an active CFP designation, along with strong experience in financial planning, estate planning, and wealth management. This role requires deep expertise in developing personalized strategies across estate, tax, retirement, insurance, investment, and cash flow/capital planning to support clients in achieving their long-term financial goals.

Key Responsibilities

1. Provide comprehensive financial planning and advisory services tailored to clients financial goals and life stages.
2. Develop and implement customized financial plans covering estate planning, tax planning, retirement planning, insurance analysis, investment strategies, and cash flow/capital management.
3. Assess clients current financial situations, risk tolerance, and long-term objectives to recommend suitable wealth management solutions.
4. Offer expert guidance on estate transfer strategies, asset protection, and legacy planning.
5. Analyse tax-efficient planning opportunities to help clients optimize their financial outcomes.
6. Support clients in retirement readiness by creating sustainable income and savings strategies.
7. Review insurance needs and recommend appropriate protection planning aligned with client objectives.
8. Collaborate with internal teams and other financial professionals to deliver holistic financial solutions.
9. Maintain strong knowledge of industry trends, financial regulations, and best practices in wealth management and financial planning.
10. Build and maintain long-term client relationships through trusted advisory support and proactive financial reviews.

Required Qualifications

1. Bachelor s degree (4 years) and CFP designation is mandatory.
2. 7+ years of experience in financial planning and/or estate planning.
3. 5+ years of experience in financial service company or Wealth Management Industry.
4. Demonstrated expertise in estate, tax, retirement, insurance, investment, and cash flow/capital.