Associate Financial Planner

Responsibilities

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

• Build relationships with potential clients and understand their financial needs
• Present and explain products and solutions
• Guide clients through the application and policy issuance process
• Provide ongoing support and service to clients
• Attend training and development sessions

• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• A required Bachelor’s degree in business administration, finance, or similarly related field

• College degree or equivalent experience required
• Highly motivated and self-driven individuals
• Excellent communication and interpersonal skills
• A passion for helping others
• A strong work ethic and a desire to succeed
• Sales experience is a plus, but not required. We are willing to train the right person
• Must be able and willing to obtain a life insurance license
• This is an upside, 100% commission-based opportunity
• We offer new hires the opportunity to receive $12,000 as financial support

• Be part of a supportive and collaborative team
• Represent a reputable and respected company
• Enjoy the flexibility and freedom of a self-driven career
• Make a positive impact on the lives of others
• Earn a competitive income

$75,000 - $100,000 at plan earnings