Financial Planner

Munn Financial Group is seeking an experienced Financial Advisor to join our team. As a key member of our team, you will be responsible for managing client relationships, creating personalized financial plans, and providing expert investment advice.

Key Responsibilities:

• Client relationship management and development
• Financial planning and analysis
• Investment and product research
• Life and Disability Insurance planning
• Retirement Plan management
• New business development and prospecting
• Adherence to compliance and corporate policies
• CRM database maintenance and notation
• Special projects and initiatives

Requirements:

• College degree and relevant experience
• Series 7 and 63 (or equivalent) securities licenses
• Life/Health Insurance license encouraged
• CFP designation encouraged (or willingness to work towards the certification)
• Strong technical capabilities and excellent communication skills
• Excellent organizational, time management, and prioritization skills
• Effective interpersonal skills and ability to work with others
• Commitment to maintaining the highest degree of integrity and confidentiality

Munn Financial Group is an equal opportunity employer and complies with all applicable laws and regulations regarding employment discrimination and harassment.