Financial Planner - Wealth Management

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.

Responsibilities

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

Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals

Other...