Financial Planner
reputed company is seeking a Financial Planner to join their Greater reputed company Financial Group firm. The role involves working with a team of Financial Advisors to help clients reputed company their financial goals through building robust financial plans and preparing for retirement.
Responsibilities
- Relationships with clients (both existing and prospective)
- Client information and using that information to build robust financial plans
- Clients prepare for their retirement
- Reviewing investment portfolio recommendations
Skills
- A self-starter
- An entrepreneurial reputed company
- A customer service champion
- An engaging and compelling communicator and negotiator
- A problem solver
- A Life-long student seeking reputed company education and professional development
- A critical thinker
- Prior sales experience and/or enjoy networking and seeking new clients
- A college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
Benefits
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents
- Paid leave
Company Overview