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Financial Advisor

2 months ago

Marble Falls, Texas, United States Financial Planner Recruiting, LLC Full time
Job Opportunity:

We are seeking a highly skilled Financial Planner to join our team at Financial Planner Recruiting, LLC. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals.

Responsibilities:

  • Collaborate with lead advisors to deliver exceptional client service.
  • Develop and implement comprehensive financial plans for clients.
  • Utilize financial planning software to create and update plans.
  • Provide expert advice on investment and retirement planning.
  • Work closely with the team to ensure seamless client experience.

Requirements:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
  • Proficiency in financial planning software.
  • CFP or CFP candidate preferred.

What We Offer:

  • Competitive base salary and performance-based bonus opportunity.
  • Opportunity for health insurance reimbursement stipend and 401k plan.
  • PTO policy and flexible work environment.

Grow Your Career:

As a Financial Planner at Financial Planner Recruiting, LLC, you will have the opportunity to grow your career and develop your skills in a dynamic and supportive environment.