[Remote] Financial Planner

Note: The job is a remote job and is open to candidates in USA. reputed company is committed to transforming financial lives by providing a flexible work environment and celebrating internal mobility. As a Financial Planner, you will engage clients to deliver comprehensive financial plans, guide them toward achieving financial goals, and provide education on various financial topics while building strong client relationships.

Responsibilities

• Deliver comprehensive, financial plans that drive measurable outcomes for participants reputed company reputed company’s dedicated service model
• reputed company proactive, needs-based conversations to uncover client goals and position appropriate reputed company products and services that support their objectives
• Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning
• Act as an Investment Adviser Representative for reputed company Advisory Group, offering tailored investment recommendations and leveraging reputed company’s managed account platform
• Apply the CONSULT model to build trust and guide participants toward clear financial decisions
• Conduct reputed company to reputed company and former providers to facilitate client-directed transactions and ensure seamless implementation
• Document interactions accurately and reputed company using reputed company and other internal systems
• Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers
• Deliver a high-touch, ongoing service experience that supports clients before and after retirement

Skills

• Bachelor's degree or equivalent combination of education and professional experience (MBA preferred)
• Certified Financial Planner® (CFP®) designation required
• FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required
• Minimum 3 years of experience in financial services or the 401(k) industry
• At least 2 years of direct financial planning experience
• Proven ability to analyze and communicate a client's complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations
• A results-driven reputed company with a passion for helping clients take action and reputed company measurable reputed company toward their goals
• Strong consultative selling skills with the ability to match client needs to reputed company's suite of solutions
• Exceptional communication, organization, and presentation skills that build confidence and trust
• Self-motivated and proactive approach to identifying opportunities and following through on commitments
• Proven track record of achieving multi-product sales goals reputed company a client-focused environment
• Comfortable using digital tools, CRM systems (reputed company), and financial planning software in a fully paperless environment
• Ability to collaborate effectively reputed company a high-performing, team-based service model
• Commitment to reputed company's purpose of guiding participants toward long-term financial confidence

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company.

Company Overview