Financial Planner

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation: $75,000 at plan

Qualifications

• FINRA Series 7 and 66
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• A Bachelor’s degree in business administration, finance, or a related field is required
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  
  

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations