Financial Advisor, Financial Planner, Financial Planning Support
4 Year Degree
This is a full-time, salaried position designed to serve existing and potential clients. There is no cold calling involved and candidates are not required to bring in new clients. Planners help enhance and deepen relationships with clients by providing exceptional service and personal care to each person they assist.
Duties and Responsibilities
Communicating with clients in person, over the phone, and via email in a professional and courteous manner.
All aspects of preparation for client meetings – including retirement analysis, tax planning, education planning, cashflow analysis, etc.
All aspects of meeting follow up – including meeting notes, processing signed paperwork, updating financial analyses, etc.
Assist with preparation of client tax returns.
Other client-specific tasks as requested by a senior adviser.
We are seeking an individual who is servant oriented, an independent worker, able to handle many tasks at once, and willing to learn. This is a full-time, salaried position with competitive pay and benefits.
Preferred candidates include CFP® Professionals. Those who do not have the designation should be willing to begin studying shortly after starting employment.
Additional Salary Information: Quarterly bonus program begins after 6 months of employment.