SK Wealth Management, LLC, a comprehensive personal financial planning, investment management services firm, located in Providence, RI, is currently seeking a qualified individual to serve as a Financial Planner.
In this important role, you will:
Prepare comprehensive financial plans: including retirement, education, investment,
insurance, estate, and charitable planning for our clients through analysis and review of
clients’ personal financial information.
Prepare and interpret the details of financial plan strategies for clients – and implement the recommendations and/or refer clients to individuals who can assist them with plan
Prepare and/or review and sign personal income tax returns.
Responsibilities also include:
Building and maintaining a client base, keeping current client plans up-to-date, and recruiting
new clients on an ongoing basis.
Monitoring financial market trends to ensure that plans are effective and to identify any
Coordinating information and activities with clients’ other advisors, including attorneys,
Participating in monthly staff meetings, as well as monthly meetings, to review efforts in
obtaining overall Firm strategic planning goals.