Financial Planner Mass-Affluent Client Engagement

Position: Dynamic Financial Planner for Mass-Affluent Client Engagement
Location: Bancroft

Shape financial futures as a dedicated Financial Planner focusing on mass-affluent clients. Leverage your networking skills to provide exceptional investment solutions and grow client relationships in a flexible, entrepreneurial environment.

This role emphasizes client-centric financial planning within a dynamic market. You will utilize your expertise in investment sales while adhering to compliance and regulatory standards. Successful candidates will thrive in building long-term relationships and following a structured framework to drive investment growth and client acquisition.

Key Responsibilities:

• Execute business development plans for prospects

• Provide client-centric investment solutions and advice

• Conduct proactive outreach and complimentary needs analysis

• Participate in community events to expand networks

• Create opportunities for financial seminars and sessions

Requirements:

• 3 years in financial planning and investment sales

• Mutual funds certification and good standing

• PFP® or CFP® designation completion

• Proven client acquisition and networking skills

• Valid driver’s license and vehicle access

Unlock your potential by blending entrepreneurial spirit with financial advising to build a thriving practice.
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