Financial Planner

4 months ago


Munster, United States Qntmlogic Full time

Job Title: Financial Planner
Location: Munster, IN

**Salary**: $100k to $200k per year

About the job

**Company Description**

Client is a financial planning firm located in Munster, IN. With our roots in Northwest Indiana, we have expanded and now serve investors from coast to coast. Our mission is to provide comprehensive and personalized financial planning services to our clients, helping them achieve their financial goals.

**Role Description**

This is a full-time on-site role for a Financial Planner at our Munster, IN office. As a Financial Planner, you will be responsible for conducting financial planning sessions with clients, analyzing their financial situations, developing personalized financial plans, and providing investment advice. You will also assist clients in retirement planning, estate planning, and tax planning.

**Qualifications**
- Financial Planning and Personal Financial Planning skills
- Experience in finance and investment management
- Knowledge of retirement planning strategies

Relevant skills and qualifications that would be beneficial for this role include:

- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Attention to detail and accuracy
- Ability to work well in a team and collaborate with others

Pay: $100,000.00 - $200,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance

Compensation package:

- Bonus opportunities

Schedule:

- 8 hour shift

**Experience**:

- Financial planning: 1 year (preferred)

License/Certification:

- CFP (preferred)
- FINRA License (preferred)

Ability to Commute:

- Munster, IN 46321 (preferred)

Ability to Relocate:

- Munster, IN 46321: Relocate before starting work (required)

Work Location: In person