Personal Financial Planner

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Requires a Bachelor’s degree in finance, business administration, or related field • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Compensation: $70,000 - $120,000 at plan •

Compensation: $70,000-$120,000 per year

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