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Financial Planner

2 months ago

Cypress, United States Guardian Austin Full time
Description

Our firm is rapidly expanding and we are looking for a new Financial Professional to join our team. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today

Responsibilities

•Serve as a collaborative team player willing to further development through continued training opportunities
•Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
•Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
•Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs

Qualifications

•Computer proficiency in Microsoft Office, CRM systems, Financial Planning software, Google Suite, and other tools is strongly preferred
•Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
•Valid FINRA Series 7 & 66 preferred but not required
•Working knowledge of financial products, the financial industry personal Financial Advisor or responsibilities, or Financial Planning roles is essential
•A Bachelor's degree in Business Administration, Finance, or a similarly related field is required