Financial Planner

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Responsibilities :

• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications :
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• A Bachelor’s degree in business administration, finance, or a related field is required Compensation : $150,000 at plan earnings

Compensation : $150,000 per year