What are the responsibilities and job description for the Retirement Planner position at Porter and Guide Wealth Management?
Porter and Guide is more than a Financial Planning firm. It is a motivated and inspired team that enjoys working alongside our clients as they pursue a full life. We are an established company with a start-up mentality. It is a fast, fun, and team-focused organization.
We are seeking a team first employee who enjoys challenging and supporting others. Our Retirement Guides work alongside our clients to help them meet their goals and inspire them to dream of things they didn't originally think was achievable. We do the traditional retirement planning, portfolio construction, cash flow modeling, estate and tax reviews. However, we expect our team to help our clients also effectively plan their time to create the most fulfilling retirement. This is truly a rewarding job for the right person. Series 7 and 66 licenses preferred
Job Type: Full-time
Pay: $55,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Harleysville, PA 19438: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial planning (Preferred)
Work Location: In person
Salary : $55,000 - $85,000