4 Financial Planner Jobs in Council, IA
Farm Bureau Financial Services: Insurance Agency - Rob Dodson is Hiring a Financial Planner Near Council, IA
Job Summary:
We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients, helping them achieve their financial goals and objectives. This is an excellent opportunity for a motivated individual with a strong background in finance and a passion for helping others.
Responsibilities:
- Conduct thorough financial assessments of clients' current financial situations
- Develop personalized financial plans based on clients' goals and objectives
- Provide expert advice on investment strategies, retirement planning, tax planning, estate planning, and risk management
- Collaborate with clients to implement financial plans and monitor progress
- Stay up-to-date with industry trends, regulations, and best practices in financial planning
- Conduct research on various financial products and services to provide informed recommendations to clients
- Build and maintain strong relationships with clients through regular communication and exceptional customer service
- Collaborate with other professionals, such as attorneys and accountants, to ensure comprehensive financial planning for clients
Experience:
- Proven experience as a Financial Planner or similar role
- In-depth knowledge of tax laws, financial services, investment management, and portfolio management
- Familiarity with wills, trusts, and estate law
- Strong analytical skills with the ability to conduct detailed financial analysis
- Excellent communication and interpersonal skills
- Ability to explain complex financial concepts in clear and understandable terms
- Experience in financial sales or public accounting is preferred
We offer competitive compensation packages and opportunities for professional growth. If you are a dedicated Financial Planner looking to make a positive impact on clients' lives, we would love to hear from you.
Note: All positions must be paid including internship positions.
Job Type: Full-time
Pay: $42,000.00 - $84,000.00 per year
Benefits:
- Flexible schedule
- Life insurance
- Professional development assistance
Compensation package:
- Bonus opportunities
- Commission pay
- Yearly bonus
Schedule:
- Monday to Friday
- No weekends
Experience:
- Financial planning: 2 years (Preferred)
License/Certification:
- Insurance License (Preferred)
Ability to Commute:
- Council Bluffs, IA 51503 (Required)
Ability to Relocate:
- Council Bluffs, IA 51503: Relocate before starting work (Required)
Work Location: Hybrid remote in Council Bluffs, IA 51503
Job Summary
Full Time
$85k-102k (estimate)
05/10/2024
09/05/2024
The job skills required for Financial Planner include Accounting, Customer Service, Products and Services, Financial Analysis, Financial Services, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
03/29/2022: Frankfort, KY
Budgeting and cash flow analysis.
02/21/2022: Pine Bluff, AR
These companies or consultants can offer advice, or may be registered to sell financial products.
02/18/2022: Montgomery, AL
Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
02/03/2022: Jacksonville, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
01/24/2022: Waco, TX
Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
02/15/2022: Milwaukee, WI
The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
02/28/2022: Pittsfield, MA
They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
03/08/2022: Lexington, KY
Gives a solid foundation for understanding types of financial circumstances and options.
03/27/2022: Bellingham, WA
Step 3: View the best colleges and universities for Financial Planner.
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