Personal Financial Planner

Job Description

Job Description

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!

Compensation : $80,000+ OTE

Responsibilities :

• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Create 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 :

About Company

Our mission is clear : To Do Good in our communities and for the families we serve.

For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities , we’d love to connect with you.