Associate Financial Planner

Job Description

Job Description

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven track record of success advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Compensation:

$75,000+ at plan earnings

Responsibilities:

• Customize financial plans for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

Qualifications:

• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations 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

• FINRA Series 7 and 66

About Company

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.