Senior 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. We offer an award‑winning environment that focuses on your personal and professional growth.

Our Opportunity

Our Wealth Management team is looking for a Senior Financial Planner to join the team. This is a replacement position, and the successful candidate will be responsible for:

• Identify complex financial planning needs and solutions for clients by considering their wealth, life goals and other objectives.
• Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.
• Develop recommendations and identify areas of opportunity to assist clients in achieving th...