Certified Financial Planner (CFP) at Deloitte, Jackson, Mississippi

Company Overview:
Deloitte is a globally recognized professional services firm providing audit, tax, consulting, and financial advisory services to clients across various industries. With a strong commitment to excellence and innovation, Deloitte is dedicated to helping clients navigate complex financial challenges and achieve sustainable growth.

Key Responsibilities for Certified Financial Planner (CFP):
- Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans.
- Provide expert guidance on investment strategies, retirement planning, tax optimization, and estate planning.
- Collaborate with clients to understand their financial goals and develop strategies to achieve them.
- Stay updated on market trends, regulations, and financial products to provide informed advice to clients.
- Monitor and review clients' financial plans regularly to ensure alignment with their objectives and make necessary adjustments.

Required Qualifications:
- Certified Financial Planner (CFP) certification.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Proven experience in financial planning, wealth management, or a similar role.
- Strong knowledge of investment products, tax laws, and financial planning strategies.
- Excellent analytical skills and attention to detail.
- Effective communication and interpersonal skills to build rapport with clients.

Desired Skills:
- Master's degree in Finance or a related field.
- Experience working with high-net-worth clients.
- Proficiency in financial planning software and tools.
- Ability to work in a fast-paced, dynamic environment.
- Strong business acumen and strategic thinking capabilities.

Compensation & Benefits:
The annual salary range for the Certified Financial Planner (CFP) position at Deloitte in Jackson, Mississippi is $70,000 to $90,000, commensurate with experience and qualifications. In addition to competitive compensation, Deloitte offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, professional development opportunities, and other perks.

How to Apply:
To apply for the Certified Financial Planner (CFP) position at Deloitte in Jackson, Mississippi, please visit our careers website and submit your resume and cover letter online. We appreciate your interest in joining our team and look forward to reviewing your application.