Job Description
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people‑first culture with a high priority on your personal and professional growth.
Your Opportunity We are looking for a Financial Planner to join our Wealth Management team. The successful candidate will be responsible for:
Process client data and complete data entry in financial planning software.
Identify financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives.
Serve as a resource for clients with needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning.
Your Opportunity We are looking for a Financial Planner to join our Wealth Management team. The successful candidate will be responsible for:
Process client data and complete data entry in financial planning software.
Identify financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives.
Serve as a resource for clients with needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning.