Financial Planner

Financial Planner- Junior

Location: Charlotte, NC 28203

Fully onsite

Primary responsibilities include

Identify client objectives and goals; then monitor progress throughout the financial lifecycle

Broaden and deepen affluent client relationships in investment, deposit, and lending

Become a trusted advisor who earns referrals from existing clients

Engage prospects to promote and sell investment products and services

Evaluate and analyze client financial information and data

Use planning and discovery tools to uncover perspective opportunities

Develop and present suitable solutions to meet client goals

Partner with other colleagues to implement solutions

Qualifications, Education, Certifications, and/or Other Professional Credentials

Series 65

CFP or CRC preferred

Bachelor's degree or equivalent work experience

5+ years of industry related experience

Record of building internal partnerships

Excellent oral and written communication skills

Team oriented with a strong work ethic and entrepreneurial spirit

Experience using financial planning tools

Familiarity with consumer lending and banking solutions

Digital literacy and experience

Experience with investment product referrals and sales

Knowledgeable of regulatory requirements to ensure a sound control environment

Additional Responsibilities

Financial Planner initially focused on current book of business, with emphasis on client retention and additional revenue opportunities (i.e. additional deposit(s), referrals, product solutions).

Interest in individual equities and desire to understand investment style/process.

Proven ability to work independently under minimal supervision.

Financial Plan creation and presentation capabilities.

Familiarity with financial planning software.

Individual/Business tax awareness.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.