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Hourly Financial Planner or Investment Specialist with Military and Survivor Focus

Employer
American Tax & Financial Planners
Location
United States
Salary
$50 to $100 per hour (DOE); flexible hours
Closing date
Nov 15, 2020

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

Experience what financial planning is really about in the greatest work on earth! 

We help Surviving Family members who have lost a loved one in the military, using the best financial planning process ever developed!

We are paid strictly hourly by a third party for our work and we have no products to sell or fees to charge to the clients!  Our only incentive is to go out of our way to do the very best we can to help these special families in any way!

We cultivate real change and provide real value to individuals and families, with a passion and sensitivity to honor the legacy of our nation's fallen heroes!

You will have the opportunity to work as part of a special team to deliver comprehensive financial plans to military Surviving Families.  We help with a wide range of budget, debt, savings, investment, insurance, estate planning and life planning advice.  We help with practical and real life issues of all ranges, in states all across the country.  We work in person and via screen share meetings, and have a larger amount of clients in Colorado, Texas, California and Florida (but significant populations around the country). 

We have a specific need for an investment specialist who will support the team and clients in finding the best solutions to ensure that the financial legacy left by their loved ones will last for the rest of their lives.  We constantly seek the best investment solutions with the highest likelihood of success in achieving client goals with the optimum amount of risk.  

We are willing to train the right person to become an investment specialist, if you are talented and have a passion for the work. 

Come and join this special work!  

Qualifications:

Must be Series 65 licensed, or exempt from examination (CFP or certain other certifications depending on your state)

Attention to detail

Sincere desire to truly make a difference in people's lives

Ability to see from other people's points of view and to proactively anticipate and meet their needs

A habit of going above and beyond what is expected of you

An innate desire to achieve excellence in all aspects of your life and work

Strong work ethic

Professional communication skills

Track record of achievement at work and education

Company

American Tax & Financial Planners is a small, fast-growing firm that hopes to soon overtake the financial industry by changing the way that advisors do business! We are fiduciaries and only focus on what is best for our clients, while avoiding conflicts of interest by not selling products or earning fees that do not align with what is best for them! We have a contract with a Veteran's Affairs program administrator to provide financial planning and counseling services to recipients of Military Life Insurance, and therefore have the special mission of helping those who have lost a loved one to manage their finances and find relief in as many aspects of their lives as possible. We assist with a very broad range of financial needs that expands beyond traditional financial advising and investments, as we assist with income and outflow / budget issues, taxes, estate proceedings and planning issues, life planning, major purchases, insurance, benefits, etc. There is nothing financial-related that we are not willing to assist with, and we therefore become regularly involved in many of our clients' lives.

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