Financial Planning Professional at Richardson Wealth

Join Richardson Wealth as a Financial Planning Professional. Utilize your expertise to craft personalized financial strategies that guide clients through their financial journeys.

We are looking for a planning-focused individual to enhance our growing team. You will be responsible for developing, executing, and improving our financial planning processes. With an emphasis on high-net-worth clients, your responsibility includes retirement and tax planning, along with family continuity strategies. You’ll thrive in a collaborative environment with flexible work options.

Key Responsibilities:

• Enhance the financial planning process for improved client experiences

• Build sophisticated financial models and retirement strategies

• Identify and present tax planning opportunities

• Collaborate with external professionals for complex needs

• Conduct ongoing reviews to maintain plan relevance

Requirements:

• 5+ years of experience in comprehensive financial planning

• Possess a CFP or PFP designation

• Familiarity with Planworth software required

• Excellent written and verbal communication skills

• Strong organizational skills for managing client plans

Impact client success through innovative financial planning with us.
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