Personal Financial Planner

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities :

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications :
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• A Bachelor’s degree in business administration, finance, or a related field is required
• 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
• Bachelor's Degree a must, sales experience and / or financial internships a plus.
• A business mindset : You are motivated by the opportunity to help prospective clients while focusing on personal growth.
• You are personable and caring, with a natural ability to connect and communicate with others.
• Enthusiastic, high energy, and positive attitude.
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
• Honesty, integrity, & ethics : you can be trusted to do the right thing for clients and for the team.
• Must have excellent communication and interpersonal skills.
• Quick learner who is comfortable in a fast-paced, dynamic environment. Compensation : $80,000+ OTE

Compensation : $80,000 per year