Financial Planner

Responsibilities

• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
• Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and seminars centered on client risk tolerance and financial goals.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.

• Must possess uncompromising integrity and the ability to communicate complex ideas.
• Must have the ability to successfully network and prospect for new clients.
• Must have effective relationship management skills.
• Required to effectively network to identify potential new clients.

$124,000 – $148,000 per year.

Equal Opportunity Employer (M/F/D/V). Medical, dental, vision, long‑term disability, and group term life insurance available.