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. Responsibilities Create customized financial plans suitable for each client based on potential life changes and changing financial needs Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential Excellent math skills, relationship skills, communication skills, and customer service skills are crucial CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Bachelor’s degree in business administration, finance, or related field is required Compensation $95,000 - $250,000 commission based per year. #J-18808-Ljbffr Integrated Financial Concepts