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Certified Financial Planner
3 months ago
The Financial Planner position offers a competitive salary, a full range of benefits, and a management team who believes in and invests in their people. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support staff to focus on your clients this opportunity is for you.
Requirements:
- 3+ years in financial service
- Bachelor's degree in Business, Accounting, or Finance or relevant field preferred
- Certified Financial Planner, Series 65, or willingness to acquire
- Self-starter and strong business development mentality to work independently
- Must have a proven track record
Key Qualities:
- Reliable
- Goal-oriented
- Self-directed
- Collaborative/Team-oriented
- Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory
- Strong analytical skills
- Comfortable making presentations and telephone conversations
- Passion for the customer experience and being part of a team
- Dedicated to pursuing a career in the financial services industry
To find out more about this position, please do not hesitate to reach out to:
Sydney Aucoin via
