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!

• 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
• 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 products, 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

• 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
• 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

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