Associate Financial Planner

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


St Louis, United States Financial Planner Recruiting, LLC Full time

The Associate Planner is responsible for learning all aspects of the business while working closely with our Planners in preparation to become a Financial Planner themselves.


Responsibilities:

Work with our Financial Planners to prepare and update plans

Prep for and sit in on client meetings

Handle client requests and resolve client issues

Create a relationship with our leads, and yours convert prospects into clients

Keeping all client files and presentation materials updated and organized

Maximize relationships and create referrals and referral partnerships by providing

exceptional customer service

Enter and update client information in our CRM database

Complete administrative paperwork to fulfill client needs

Learn and follow our fee planning process, strategies, and philosophies, working

collaboratively and respectfully with other Firm Planners and team members

Complete all assigned training and obtain the required licenses

Support the Financial Planning Team in all capacities

Mapped Out Growth Path


Skills:

Professional and caring

Strong written and verbal communication

Ability to work in a fast-paced, evolving environment

Exceptional interpersonal, client service, and conflict resolution skills

Superior organizational and follow-through skills with strong attention given to details

and deadlines

Team player with the ability to collaborate with others and work independently


EDUCATION/EXPERIENCE

3-5 years of Financial Services experience is required.

This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire if not already licensed

A college degree is preferred.

A competitive benefits package includes medical, dental, and vision insurance, employer-paid life insurance, voluntary life insurance, short—and long-term disability insurance, several other ancillary benefits, a 401k + 3% employer contribution (after 1 year), and paid time off.

Compensation starts at $60k



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