Personal 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 financial services ropes 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:

• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications:

• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Valid FINRA Series 7 & 63/66 preferred but not required
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Requires a Bachelor’s degree in business administration, finance, or other related field

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.