Personal Financial Planner

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Customize financial plans for each client based on potential life changes and changing financial needs • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Qualifications: • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Compensation: $95,000 - $250,000 commission based

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Compensation:
$95,000-$250,000 per year