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Financial Planner at ebs recruiters LLC

St. Louis, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Sep, 26

Salary

0.0

Posted On

04 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Management, Insurance Illustrations, Investment Recommendations, CRM Software, Financial Planning Software, Interpersonal Communication, Organizational Abilities, Microsoft Office, Regulatory Compliance

Industry

Staffing and Recruiting

Description

Description The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This role works closely with clients and advisory teams to develop tailored financial strategies, guide clients through the planning process, and build long-term relationships. The ideal candidate is detail-oriented, relationship-driven, and passionate about delivering a high-touch client experience. Key Responsibilities Prepare for and lead client meetings Gather and organize client financial information to develop customized financial plans Create insurance illustrations and financial planning scenarios Communicate investment recommendations in collaboration with advisory teams Track financial planning milestones and follow up on action items Deliver proactive client service and ongoing relationship management Manage client onboarding and support ongoing service needs Maintain accurate records within CRM and financial planning systems Respond to client inquiries and provide trusted financial planning support Cultivate client relationships and referral opportunities through ongoing engagement Requirements Minimum 2 years of experience in financial planning or a related field Series 7 and Series 66 licenses required CFP designation preferred Bachelor’s degree or equivalent work experience Familiarity with the financial services and insurance industries Experience with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar) Strong interpersonal, communication, and relationship-building skills High attention to detail and organizational abilities Proficiency in Microsoft Office and Outlook Professional, proactive, and adaptable approach to client service Commitment to maintaining confidentiality and regulatory compliance

Responsibilities

The Financial Planner develops tailored financial strategies and personalized recommendations to help clients achieve their financial goals. They are responsible for leading client meetings, managing onboarding, and maintaining long-term client relationships.