Financial Planning Consultant

6 days ago


Loudéac, Bretagne, United States Bank of Clarke Full time
About the Role

We are seeking a highly skilled Financial Planning Consultant to join our team at Bank of Clarke. This is a fantastic opportunity to work with existing and prospective clients, providing expert advice on financial planning products and services.

Key Responsibilities
  • Determine specific customer financial and investment needs
  • Provide personalized advice to customers on investment product purchases
  • Maintain high levels of profitable sales, meeting or exceeding goals
  • Stay up-to-date with current investment product portfolios and industry trends
  • Develop business development strategies, including networking and lead generation
Requirements

To succeed in this role, you will need:

  • A college degree or equivalent experience
  • 1-5 years of relevant experience in financial planning or a related field
  • Certification/License: Series 7, 66, and life insurance licenses required; additional licensure encouraged
  • Excellent communication and presentation skills
  • Ability to build relationships with customers and colleagues
What We Offer

At Bank of Clarke, we offer a range of benefits, including:

  • A competitive salary: $85,000 - $120,000 per year, based on experience
  • A comprehensive benefits package, including medical, life, dental, and vision insurance
  • Generous paid time off
  • Ongoing training and professional development opportunities
About Us

Bank of Clarke is a leading financial institution, dedicated to helping individuals and businesses achieve their financial goals. We value integrity, commitment, and excellence in all that we do. Our team is passionate about delivering exceptional service and making a positive impact in our community.



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