Personal Financial Planner

Description

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Responsibilities

PERFORMANCE AND PRODUCTIVITY
• Find and qualify prospects, gain referrals or introductions to them
• Focus on setting appointments
• Introduce yourself and your work
• Connect and learn what is most important to them
• Create a financial plan with recommendations to help them achieve their goals
• Gain commitment to take action
• Maintain a lifetime relationship

BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO...
• A high-quality training program to help you get started
• Mentorship and professional development training throughout your entire career
• Leading industry products and solutions built on an integrated technology platform
• Financial support for professional designations and certifications, Series 6, 63, and 7, boosting your career from Financial Representative to Financial Advisor
• The opportunity to design your roadmap to leadership and specialized roles
• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
• A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results

A CAREER WITH ENDLESS OPPORTUNITIES
This career is primarily commission-based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career.
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects

Qualifications
• Enterprising ambitions
• Strong interpersonal skills
• Self-motivated
• History of personal success
• Honest, ethical, and a strong sense of morality
• Good communication skills
• Enjoys working in a fast-paced, highly productive, value-driven environment
• Requires a Bachelor's degree in finance, business administration, or related field
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed