Financial Planner

Minimum Requirements:

• Serious about the career of Financial Planning
• Desire to obtain long-term employment
• Reliable with exceptional work ethic
• Strong organizational skills, detail oriented, proactive and resourceful
• Ability to prioritize projects and manage time
• Strong follow-through
• Good-natured, positive attitude, and optimistic
• Professional
• Attain Series 65 and Life and Health
• Start training to become a CFP

Main Responsibilities For a Aspiring Financial Planner:

*No specific experience, training, or licensing needed. We will train and grow with you. We have an in depth training program*

• Preparation of Financial Plans, Tax Reports, and presentations for client meetings
• Assist and attend client meetings
• Assisting the lead advisor, as needed, on miscellaneous tasks
• Establish and maintain detailed client files
• Prepare client correspondence including letters and email correspondence
• Compare existing solutions to those currently available in the marketplace
• Fulfill routine client service requests
• Receive training to become a financial planner, if not currently trained

Main Responsibilities If You Are Already a Licensed Financial Planner:

• The ability to work with clients and only that. All other responsibilities will be delegated so you can do what you do best and give the utmost service to our clients.
• NO prospecting, knocking on doors, or pushing family and friends to work with us. We have more people coming to us than we can help at the moment. Your main role is in serving our clients with excellent service and/or bringing new clients to our firm whom you are not required to find yourself

Job Type: Full-time

Pay: $40,000.00 - $500,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Retirement plan

Compensation package:

• Bonus opportunities

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Work Location: In person