Financial Planner

Job Description

Job Description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$80,000 - $135,000 commission based

Responsibilities:

• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Qualifications:

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.