Associate Financial Planner

3 weeks ago

Mobile, United States Peters Financial Full time

Company Description

Are you looking for a long-term stable position with excellent opportunities for career growth?

Do you have a passion for providing excellent customer service and have exceptional attention to detail?

We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management industry.

Our independent firm has been in the Investment, Insurance, and Financial Planning business for over 40 years. We value providing the highest level of professionalism and service to our clients while building long-term meaningful relationships with them. We view our clients as part of our extended family and are looking for someone who shares that same commitment to service to join our team.

Role Description

This is a full-time on-site role for an Associate Financial Planner located in Mobile, AL. The Associate Financial Planner will work closely with Financial Advisors to develop and maintain financial plans, provide investment analysis and advice, and collaborate with cross-functional teams to deliver customized solutions. The person in this role will also work extensively with the client service team members to execute trades, distributions, RMDs, New Account openings, etc. And also will work closely with the financial operations team members on firm-wide projects such as the implementation of new financial software, adoption, and training for staff.

Qualifications

  • Master's or Bachelor's degree in Finance, Business, or a related field
  • 1-5 years of experience in financial planning, investment analysis, or related field
  • Knowledge of financial planning software and tools, including Excel, Morningstar, MoneyGuidePro and / or Emoney
  • Experience working in Financial operations. Trades, distributions, RMD's, New Account Opening.
  • Strong interpersonal and communication skills
  • Strong computer skills, Microsoft Suite
  • Exceptional Skills in Microsoft Excel required
  • Familiarity with Customer Relationship Management Software
  • Ability to work independently and in a team environment
  • Experience interacting with clients in a professional manner, be it in person, on the phone, or over email
  • Strong note-taking skills with extensive experience in client meetings.
  • Willingness to sit for FINRA Financial & State Insurance Exams
  • Certified Financial Planner (CFP) certification or willingness to pursue the certification in the future is a preferred qualification

Employee Benefits

Peters Financial values its team members and feels strongly that the best way to take care of your customers and your business is by first taking great care to ensure that your employees have an excellent work environment, generous pay, and great benefits. We strive to find the best people who align with our values and who want to build a lifelong career with Peters Financial and our customers. Below are just some of the benefits we provide our team members:

  • 401k & Profit Sharing
  • Health Insurance - BlueCross of Alabama
  • Dental & Vision Insurance - BlueCross of Alabama
  • PTO / Paid Time Off
  • Sick Leave
  • Paid Maternity Leave
  • Paid Holidays
  • and More

Integrity & Confidentiality

Working in financial services necessitates exposure to highly sensitive and confidential client financial and personal information. Given the serious nature of the financial services industry, as well as the confidentiality and integrity required, please be advised that anyone applying for this position must pass an extensive background check and drug screening. Professional references will be required and vetted. Protection of sensitive client and company information requires the use of non-disclosure and non-compete agreements. All of the above-mentioned are mandatory requirements of Peters Financial LLC.

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