Certified Financial Planner

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Qualifications: • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • A Bachelor’s degree in business administration, finance, or a related field is required • Superior customer service skills, math skills, relationship skills, and communication skills are preferred Compensation: $100,000 - $150,000 commission based

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Compensation:
$100,000-$150,000 per year