Certified Financial Planner

We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-on experience in :

• Protection Planning : Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite / group product portfolio.
• Investment Strategies : Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
• Comprehensive Financial Planning : Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies. Responsibilities :
• Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being
• Develop Holistic Financial Plans
• Conduct Comprehensive Client Discovery
• Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions
• Present and Implement Insurance Solutions
• Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans
• Deliver Ongoing Advice and Plan Reviews
• Ensure Compliance and Fiduciary Integrity
• Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest
• Collaborate with Internal Specialists
• Hands-on comprehensive weekly training in the office / remote Qualifications :
• Bachelor's degree in finance or related field
• Experience in Financial Planning is a plus
• Must be post-graduate
• Life and Health License Required
• SIE, Series 7, Series 63 / 65 / 66 / , CFP Compensation : $175,000 - $205,000 at plan
• Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being
• Develop Holistic Financial Plans
• Conduct Comprehensive Client Discovery
• Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions
• Present and Implement Insurance Solutions
• Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans
• Deliver Ongoing Advice and Plan Reviews
• Ensure Compliance and Fiduciary Integrity
• Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest
• Collaborate with Internal Specialists
• Hands-on comprehensive weekly training in the office / remote

Compensation :

$175,000-$205,000 per year