The Financial Planner position is sales-oriented and client-facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients.

REQUIREMENTS:

• 5-7 years of Financial Services experience is required. Experience with insurance and/or annuities is a plus
• This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire, if not already licensed

• Create a relationship with our leads and yours to teach and convert prospects into clients
• Lead and facilitate group educational workshops
• Maximize relationships, create referrals and referral partnerships by providing exceptional customer service
• Meet with current clients 1-2 times minimal per year to review plans and make adjustments accordingly
• Enter and update client information in our CRM database
• Complete administrative paperwork to fulfill client needs
• Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other Firm Planners and team members
• Will have access to a host of tools to develop and grow your client base while sharpening your skills