Financial Planner

4 weeks ago


Columbia, United States Find Great People | FGP Full time

We are seeking a Financial Planner for a wealth management company in Columbia, SC. This is a full time, permanent position with benefits. The ideal candidate will have previous experience in the financial services industry and have strong attention to detail.


Responsibilities:

  • Maintain and manage client relationships
  • Provide planning, advisement, insurance and investment services to clients to meet their vision
  • Analyze the client's current financial status, to better understand their specific needs and play a key role in client meetings
  • Help bring on and obtain new clients annually
  • Develop financial plans and investment strategies that align with clients objectives
  • Collaborate with team members to keep track of records and file updates
  • Stay up to date with market trends and changes


Qualifications:

  • Bachelor's degree in finance, economics, business administration or a related field
  • 3+ years of experience in client accounts or relationship management
  • Experience working with high net worth clients
  • Possess either a CFP, CFA, CIMA, CRPS, Series 7, or Series 65 for this role
  • Strong written and verbal communication skills


Compensation and Benefits:

  • 100-125k, depending on experience
  • Medical, Dental, Vision
  • 401K
  • 4-weeks of PTO
  • 10 Paid Holidays

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