Personal Financial Planner

We are seeking an experienced financial advisor to assist our 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. Compensation $95,000 - $250,000 commission based Qualifications Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Responsibilities Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Customize financial plans for each client based on potential life changes and changing financial needs Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives #J-18808-Ljbffr