Financial Planning Consultant
6 days ago
We are seeking an experienced and licensed financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Ideal candidate will want to own their opportunity and have a business owner mindset. Apply now Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Requires a Bachelor’s degree in finance, business administration, or related field • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • 3+ years of experience in the insurance, financial advisory, or planning field • Proven track record of generating book of business • Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start Compensation: $90,000+ at plan commission
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Compensation:
$90,000 per year
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