1 Financial Planner Job in Des Peres, MO
The Chamberlin Group is Hiring a Financial Planner Near Des Peres, MO
The Financial Planner position is sales-oriented and client-facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients.
WE PROVIDE OUR FINANCIAL PLANNERS WITH:
- Office space at no cost
- All marketing and leads at no cost
- Proven Sales Process
- Ongoing training and development
KEY RESPONSIBILITIES:
- Create a relationship with our leads and yours to teach and convert prospects into clients
- Lead and facilitate group educational workshops
- Maximize relationships, create referrals and referral partnerships by providing exceptional customer service
- Meet with current clients 1-2 times minimal per year to review plans and make adjustments accordingly
- Enter and update client information in our CRM database
- Complete administrative paperwork to fulfill client needs
- Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other Firm Planners and team members
- Will have access to a host of tools to develop and grow your client base while sharpening your skills
OUR CULTURE CAN BE DESCRIBED AS:
- People Oriented – supportive and relationship-focused
- Innovative and willing to take risks
- Confident and growth-oriented
- Results-driven with a strong performance culture
- Most importantly, we like to have FUN!
REQUIREMENTS:
- 5-7 years of Financial Services experience is required. Experience with insurance and/or annuities is a plus
- This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire, if not already licensed
COMPENSATION AND BENEFITS:
- Total compensation for our Financial Planners includes a base salary plus a lucrative Bonus Plan, ranging from $60,000-$200,000
- Participate in our Stake in the Outcome (SITO) incentive program,
- Comprehensive benefits package including Medical, Dental, Vision, Health Savings Account (HSA), Flexible Spending Account (FSA), Employer-paid Group Life Insurance and Accidental Death & Dismemberment (AD&D), Voluntary Group Life Insurance and AD&D, short and long term disability, and various other supplementary benefits.
- Employee wellness program and perks.
- Generous Paid Time Off (PTO), with increased accrual based on length of tenure.
- 401k retirement plan eligibility after 1 year of service, with a 3% company contribution
- Opportunities for professional development and advancement, including certifications and continuous learning related to your success in this role.
- Parental Leave benefits.
- Participation in our fun company events and gatherings, including our off-site team quarterly meetings, holiday and event celebrations, annual family picnic, Cardinals games in an all-inclusive party suite, volunteer events, and more!
SCHEDULE:
- Flexible work schedule depending on clients’ needs
- Some evenings and Saturdays
- Work from our office in Des Peres, MO
If this sounds like you, and a place you’d like to be at, we can’t wait to talk to you! Apply Today!
Job Summary
Full Time
$125k-144k (estimate)
10/22/2022
08/08/2024
harmonyseniorservices.com
FORT MONROE, VA
<25
2011
SUE MONICA
<$5M
Related Companies
The job skills required for Financial Planner include Customer Service, Planning, Economics, Financial Services, Communicates Effectively, 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.
03/08/2022: Los Angeles, CA
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.
Similar Jobs
Popular Articles
