Mass Affluent Market Financial Planner

Drive investment growth as a proactive Financial Planner focused on the mass affluent clientele. Utilize your expertise to provide personalized financial planning and investment solutions.

This position invites you to leverage your 3 years of financial planning experience in a competitive environment. You will engage in business development efforts, aligning client needs with investment strategies while participating in community outreach and qualified events. Fostering robust relationships with clients is central to this role.

• Cultivate new client relationships and referrals
• Design personalized financial strategies and solutions
• Engage proactively with potential prospects
• Lead community financial seminars and workshops
• Network with professionals in the investment industry

• Minimum of 3 years in financial planning
• Certified in mutual funds; MFDA or equivalent required
• PFP or CFP designation essential
• Robust interpersonal and networking skills
• Valid driver's license required for travel

Elevate your financial planning career by delivering exceptional client service and fostering long-term client relationships across the mass affluent market.