Financial Planner

We are seeking a financial professional to assist 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!

• Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies that are suitable based on the client's risk tolerance.
• Present a variety of financial services and product, such as retirement planning, wealth building, investments, college savings, and insurance options.
• Provide clients with education or financial tactics and industry best practices to ensure comprehension of available choices.
• Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets.
• Engage in continuous training programs to enrich financial expertise and capabilities.
• Have the opportunity to advance into leadership and managerial positions as your career evolves.
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
• Research 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.
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs.

• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
• Must have the ability to learn and understand state and federal regulations that affect the financial industry as a whole.
• Relationship skills, communication skills, and customer service skills are crucial.
• Must be authorized to work in the United States, have a U.S. phone number, and a valid U.S. residence.
• Job seekers must already have or be willing to get licensed in the financial sector.
• Current professional license FINRA Series 6 and 63 or equivalent is a plus.
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired.
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.

$65,000 - $85,000 at plan commission

Elite Partners provides financial consulting services via retirement, estate planning, wealth‑building strategies, long‑term care, and life insurance.

Our mission is to help individuals create the life that they want while protecting their loved ones and planning for their financial legacy. Offering access to a diverse portfolio in life insurance, retirement savings, and wealth‑building strategies, our team of licensed professionals across North America helps to guide individuals from where they are to where they want to be.

Some benefits with the company include: flexible schedule, part‑time or full‑time opportunities, stock options, managing your own client base, and potential bonuses paid monthly, quarterly, and annually. In addition, we also offer a customized personal website.