Comprehensive Financial Planner
4 weeks ago
Job Title: Comprehensive Financial Planner
Company: Claire Myers Consulting
We are seeking a skilled Comprehensive Financial Planner to join our team. As a Comprehensive Financial Planner, you will be responsible for overseeing the development and monitoring of client financial plans to help each client achieve their unique goals.
Responsibilities:
- Develop and implement comprehensive financial plans aligned with client goals
- Work closely with clients to obtain their financial data and run scenarios in the planning software
- Assist in providing peace of mind across all aspects of client's retirement and distribution planning
Qualifications:
- 2+ years of financial planning experience
- Strong client-centered communication skills
- Initiative and follow through as you gather key financial information from clients
- Willingness to learn the firm's approach to comprehensive planning
- Attention to detail to ensure all information is entered correctly into each plan
- Life, Accident & Health Insurance licenses
- Series 6 or 7 and 63 licenses
- Preferred: Bachelor's degree in Business, Finance and/or related field
About Us:
Claire Myers Consulting is a premier retirement management practice that goes beyond just managing investments. We serve as guides for our clients as they begin to unwind their hard-earned retirement savings.
What We Offer:
- Competitive benefits package
- Work from home flexibility
- Amazing team events and outings
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