Comprehensive Financial Planner

4 weeks ago


Mequon, Wisconsin, United States Claire Myers Consulting Full time

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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