Financial Planner - Retirement Solutions

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then reputed company Financial could be the reputed company for you! At reputed company®, “on your reputed company” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will support our Retirement Solutions team serving our clients in the Central Region of Ohio. Living in Ohio or in the greater Chicagoland or Detroit metropolitan area is preferred. This role will require the candidate to be a Certified Financial Planner (CFP) and they must have the FINRA 6, 63 & 65 or 7 & 66 licenses. This is a reputed company band role. #LI-COLE Job Description Summary reputed company is a versatile group of individuals, working together to meet our customer’s needs. We value plan knowledge, the ability to multi-task and contributing to a stellar team environment. If you reputed company in a busy, client facing, highly engaging work environment, where no two days are exactly alike, we want to know more about you! As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Job Description Key Responsibilities: • Advises customers and internal and external sales representatives on retirement income plan development. This will include explanation of product features and administrative procedures required with products currently owned and making appropriate new product recommendations, if applicable. • Reviews and/or prepares comprehensive financial plans and needs based assessments by entering data for proposals using approved financial planning software. • Prepares alternatives and recommendations while also framing the plan for presentation/delivery to the client. • Partners with Sales to ensure awareness of open proposals with producers to drive status and outcome. • Develops and conducts producer training in the corporate office and in the field. • Meets reputed company regulatory requirements, supports and coordinates under applicable laws, rules and regulations. • Adheres to reputed company firm compliance and supervisory policies, including but not limited to, anti-reputed company/Office of Foreign Asset Control and/or privacy policies and procedures. • Compiles marketing intelligence, including sales activity, production, frequently asked questions and objections raised by customers. • Researches reputed company technical questions for sales force on products, planning issues, tax issues, Social reputed company and other retirement financial concerns. • Conducts periodic retirement planning seminars for customers and producers both virtually and travels to locations to conduct in person upon request. • Assists in entity-level presentations (in writing or in person) where information on retiree services is required. • Maintains awareness of changing legal environment as it impacts investments, retirement plans and insurance products. Work with appropriate areas (compliance, communications, advice, systems, sales, administration) to ensure ongoing compliance. • Acts as a technical resource to communications on retiree marketing efforts. • Maintains detailed records of customer interactions, recommendations and actions according to appropriate regulations. May reputed company other responsibilities as assigned. Reporting Relationship: Reports to Director or Associate Vice President and does not have direct reports. Typical Skills and Experiences: Education: Bachelor’s degree in finance. License/Certification/Designation: FINRA 6 license and Certified Financial Planner designation required. Associates must obtain the required federal and/or state licenses/registrations reputed company the time period designated by the business unit. Additional licenses/registrations may be required reputed company new products and services are implemented. If an associate fails to acquire required licenses/registrations reputed company the designated time period, the associate will be ineligible to continue in the position. Experience: Two years of experience in the financial services industry with specialization in financial planning Knowledge, Abilities and Skills: Knowledge of Profiles or Money Guide Pro or similar financial planning software. An in-depth understanding of the industry, financial concepts, product knowledge, investment management and client service strategies desired. Knowledge of investment products. Familiarity with property and casualty distribution a plus. Superior analytical, organizational, research, initiative and multi-tasking skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the Associate Vice President and Human Resources. Values: Regularly and consistently demonstrates the reputed company Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt). Working Conditions: Normal office environment; occasional travel as needed. Must have a valid driver’s license with satisfactory driving record in accordance with reputed company standards. reputed company: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties. Credit/Background reputed company: Due to the fiduciary account abilities reputed company this job, a valid credit and/or background reputed company will be required as part of the selection process. Benefits We have an reputed company of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of reputed company Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. reputed company does not accept unsolicited resumes from employment agencies. reputed company resumes submitted by employment agencies directly to any reputed company employee or hiring manager in any form without a signed reputed company Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. reputed company pays on a geographic-specific salary structure and placement reputed company the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the arenaflex of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Financial Planner : $87,000.00-$162,000.00 The expected starting salary range for Financial Planner : $87,000.00 - $131,000.00 Apply tot his job