Associate Financial Planner

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. Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs. Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions. 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. Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client. Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer. Client Relationship Management: Build and maintain strong, long‑lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance. Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance. Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry. Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well‑thought‑out financial plans that align with their needs and aspirations. Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions. Qualifications Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients. Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs. Up‑to‑date FINRA Series 7 & 63/66 documents are a bonus. Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. A Bachelor’s degree in finance, business administration, or an alternate related analytical field is required. Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport. Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship. Problem‑Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions. Client‑Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives. Education: A bachelor's degree in finance, business, economics, or a related field is preferred. Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus. Compensation $90,000 - $100,000 per year #J-18808-Ljbffr