Senior Financial Planner

1 day ago


Parsippany, New Jersey, United States RGA Full time
Job Overview

We are seeking a highly motivated and experienced Senior Financial Planner to join our team at RGA. This is an exceptional opportunity to leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships.

Key Responsibilities:
  • Meet with existing clients to review their accounts with our firm and ensure they are aligned with their financial objectives, risk tolerance, income, expenses, and assets.
  • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations.
  • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more.
  • Maintain compliance with all rules and regulations in the financial industry.

Requirements:
  • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.
  • Proven experience in financial sales.
  • Ability to independently close business.
  • Strong understanding of wealth management principles and investment strategies.
  • Excellent math skills with the ability to analyze complex financial data.
  • Exceptional sales skills with a focus on customer relationship management.
  • Ability to communicate complex financial concepts clearly and effectively to clients.

Estimated Salary: $80,000 - $120,000 per year, depending on experience.

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