Financial Planner

About the role

We are seeking an experienced financial advisor with a proven track record of long-term advisor relationships, industry knowledge, great communication skills, and a meticulous eye for detail to help clients meet their financial goals.

Qualifications

• FINRA Series 7 and 66
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software
• Exemplary communication skills, math skills, relationship skills, and customer service skills
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66
• Bachelor's degree in business administration, finance, or a related field
• 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

Compensation

$75,000+ at plan