Financial Professional

A fast-paced financial services firm seeks a motivated financial professional. This firm works with ultra-high net worth clients in business, estate, and insurance planning. The firm has a tremendous opportunity for the right person. The role will start by learning our process by working with experienced CFP®’s Eventually, the goal is to move to a client-facing position..

Who is the ideal candidate?

A detail-oriented Financial Professional who:

• Can grasp intricate financial concepts
• Values outstanding oral and written communication skills
• Enjoys researching complex financial planning topics

Key areas of responsibility:

• Organize client information (trust documents, insurance policies
• Extensive use of life insurance illustration software and Excel
• Present analytics to senior consultants in the firm, and eventually, clients
• Meet deadlines for turning around analyses

Required qualifications:

• Bachelor’s Degree or higher preferred
• CFP preferred or demonstrated progress toward acquiring the CFP
• Experience in financial planning is preferred but not required for the right person
• Life insurance license or ability to obtain within 90 days of hire required
• Series 6 or 7, 63 or 66 or the ability to obtain within 90 days of hire required
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work without close supervision managing and prioritizing deliverables
• Highly flexible and confidential with all matters
• Competitive salary plus incentives
• Education cost reimbursement
• Health, dental and disability insurance are fully paid
• 401k with employer matching 100% vested after six months
• Unlimited upside potential