Financial Planner

We are seeking an experienced financial advisor to assist our 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!

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Synthesize and present financial recommendations 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
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

$95,000 - $150,000 per year (commission based)