Financial Planning Specialist

Full-time

Financial Planning Specialists

from

$800

per

month.

How much can you save with Kuubiik?

We’ve had the privilege of supporting a multitude of clients in their quest for exceptional staff across a vast expanse of over 150 countries.

Average US Salary 🇺🇸

$7,454

/month

Outsourcing Cost

With Kuubiik

$800

/month

Potential savings

With Kuubiik

Up to

70%

What does a

do?

Financial Planning Specialists are financial experts who specialize in helping individuals and families secure their financial futures through comprehensive planning and guidance.

Financial Assesment

Conducting a comprehensive review of a client’s financial situation, including income, expenses, assets, and liabilities.
Performing risk tolerance assessments to determine the client’s comfort level with various investment strategies.
Creating personalized financial plans and investment strategies tailored to the client’s goals and objectives.

Goal Setting.

Assessing client’s financial goals and objectives.
Creating a customized financial plan to help clients achieve their goals.
Regularly reviewing and adjusting the financial plan to track progress and adapt to changing circumstances.

Investment Planning.

Assessing financial goals and risk tolerance of clients.
Developing customized investment strategies and portfolios.
Monitoring and adjusting investment plans to align with changing market conditions and client objectives.

Budget & Cashflow Management.

Creating and maintaining personalized budget plans for clients.
Analyzing income, expenses, and financial goals to optimize cashflow.
Providing recommendations to improve financial stability and achieve financial objectives.

Tax Planning.

Assessing the client’s financial situation to optimize tax liabilities.
Creating tax-efficient investment strategies and recommending tax-saving investment options.
Staying updated with tax laws and regulations to ensure compliance and maximize tax benefits for clients.

Estate Planning.

Creating personalized estate plans for clients to ensure the orderly transfer of assets upon their passing.
Minimizing estate taxes and maximizing the value of assets passed on to beneficiaries through strategic planning.
Providing guidance on wills, trusts, and other legal instruments to protect clients’ wealth and legacy.

Insurance Analysis.

Assessment of current insurance coverage
Identification of gaps and potential risks
Recommendations for optimizing insurance portfolio

Retirement Planning.

Assessing a client’s financial goals and retirement aspirations.
Developing a customized retirement plan, including savings strategies and investment recommendations.
Regularly reviewing and adjusting the retirement plan to adapt to changing financial circumstances and market conditions.

Education Planning.

Assessing a client’s financial goals and resources to create a tailored education savings plan.
Providing guidance on tax-efficient investment strategies and savings vehicles for education expenses.
Regularly reviewing and adjusting the education plan to ensure it aligns with changing financial circumstances and educational goals.

Finding the right talent has never been more flexible.

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