Financial Planner
- Employer
- Peak Retirement Planning, Inc.
- Location
- Columbus, Ohio
- Salary
- +$30,000
- Closing date
- Jun 18, 2024
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- Job Role
- Financial Planner
- Employment Type
- Temp to Full Time
- Level
- Internship
- Experience Level
- None
- CFP® Certification
- Pursuing
This job is for some looking to grow into a financial planner.
Minimum Requirements:
*No specific experience, training, or licensing is needed. We will train and grow with you. We have an in-depth training program*
• Serious about a career in Financial Planning
• Desire to obtain long-term employment
• Reliable with exceptional work ethic
• Strong organizational skills, detail-oriented, proactive and resourceful
• Ability to prioritize projects and manage time
• Strong follow-through
• Good-natured, positive attitude, and optimistic
• Professional
Main Responsibilities For a Para Planner and/or Aspiring Financial Planner:
• Preparation of Financial Plans, Tax Reports, and presentations for client meetings
• Assist and attend client meetings
• Assisting the lead advisor, as needed, on miscellaneous tasks
• Establish and maintain detailed client files
• Prepare client correspondence including letters and email correspondence
• Compare existing solutions to those currently available in the marketplace
• Fulfill routine client service requests
• Receive training to become a financial planner, if desired
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