Job description

Who We Are:

We are an experienced team of financial planners who are rapidly expanding. We are searching for an individual who is committed to long term success, achievement and helping people!

Responsibilities will include:

• Executing regularly scheduled investment and financial planning reviews with existing clients
• Updating fact find and analysis when appropriate
• Identify new opportunities when appropriate
• Accountable for key performance indicators

We are looking for an individual with the following traits:

• Finds value in being a trusted advisor
• Enjoys building long lasting relationships
• Enjoys problem solving
• Good communicator
• Analytical
• Able to present complex issues in a simple manner

Our Take

This is a challenging role perfect for someone who wants to improve the lives of clients by helping them to build financial freedom. We are looking for a great practioner who may not necessarily be the best prospector. This individual understands the importance and impact we have on the existing families that trust us and enjoys growing and being a part of a high performing team.

Experience: 5-9 years

CFP Certification: Preferred

Salary: Starting at 75K with additional incentive compensation

Access to Benefits:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401K

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Financial planning: 4 years (Preferred)

License/Certification:

• CFP (Preferred)
• FINRA License (Preferred)

Work Location: In person

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