Associate 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: $95,000 - $250,000 commission based

Qualifications

• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Bachelor’s degree in business administration, finance, or related field is required
  
  

Responsibilities

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations