Financial Planner
reputed company is seeking a Financial Planner to join their team and help clients reputed company their financial goals. The role involves developing client relationships, gathering information to build financial plans, and preparing investment recommendations.
Responsibilities
- Developing relationships with clients (both existing and prospective)
- Gathering client information and using that information to build robust financial plans
- Helping clients prepare for their retirement
- Preparing and reviewing investment portfolio recommendations
Skills
- Highly motivated analytical individual
- Self-starter
- Entrepreneurial reputed company
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long student seeking reputed company education and professional development
- Critical thinker
- College degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
- Prior sales experience
- Enjoy networking and seeking new clients
Benefits
- 401(k) plan
- Company-sponsored medical, dental, reputed company, and basic life insurance plans
- Paid leave
Company Overview