Financial Planner Driving Client Success and Community Engagement

Position: Motivated Financial Planner Driving Client Success and Community Engagement
Embark on a rewarding journey as a Financial Planner, dedicated to providing top-notch investment and financial planning advice for the mass affluent market. Build long-term client relationships while enjoying the flexibility of a mobile work environment.

As a Financial Planner, you will play a vital role in business development and client service within your market area. With a minimum of three years in financial planning and investment sales, you'll develop investment solutions and conduct extensive outreach to clients. Your community involvement will enhance your market presence and foster valuable networks.

Key Responsibilities:

• Develop sustainable business plans for investment opportunities

• Provide personalized investment and financial planning advice

• Actively participate in local events for networking

• Conduct thorough needs analysis to inform client solutions

• Maintain an independent marketing budget for community outreach

Requirements:

• 3 years of experience in financial planning and investment sales

• Current MFDA or equivalent certification required

• PFP® or CFP® designation preferred

• Demonstrated ability to acquire clients and build networks

• Must have a valid driver’s license and vehicle

Foster meaningful relationships and enhance financial wellness for clients while enjoying a flexible, entrepreneurial culture.
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