We are currently seeking a full time experienced Financial Planner to help build the book of business for a Financial Advisors practice. This position will have direct contact in working with the clients to achieve their financial goals by servicing through diligent and detailed follow up, applying physician planning techniques within meeting preparations, attending client meetings, and keeping organized accounts of client information. This is a fast paced and rapidly growing practice and the position will be one of challenge and opportunity. This will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on performance of the individual and the practice.

Responsibilities Include:

  • Running insurance illustrations
  • Constructing financial plans
  • Communicating investment advice based on recommendations of team
  • Track next steps in the planning process for clients
  • Conducting client meetings
  • Working jointly with client service manager and operations team to ensure concierge client experience

Expectations:

  • Flexible schedule for meetings and client events
  • Ability to work with the Advisor to accomplish a common goal
  • Ability to maintain exceptional customer service skills

Qualifications:

  • 2-5 years experience in the Financial Planning field
  • Required to be Series 6 or 7 and 63 or 66 licensed
  • CFP (preferred)
  • Four-year degree or equivalent work experience
  • Must have knowledge of insurance/financial services industry
  • Ability to coordinate multiple tasks and priorities in a fast paced environment
  • Good organizational and problem solving skills

Salary:

  • Salary dependent upon experience.
Apply by emailing an attached cover letter and résumé to:  [email protected]