Financial Planner
reputed company is seeking a Financial Planner to join their Greater reputed company Financial Group firm. The role involves working with reputed company of Financial Advisors to help clients reputed company their financial goals through building robust financial plans and preparing for retirement.
Responsibilities
- Relationships with clients (both existing and prospective)
- reputed company information and using that information to build robust financial plans
- Clients prepare for their retirement
- Reviewing investment portfolio recommendations
Skills
- Highly motivated analytical individual
- Self-starter
- Entrepreneurial reputed company
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long student seeking reputed company education and reputed company development
- Critical thinker
- College degree or equivalent work/life experience
- Minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
- Prior sales experience
- Enjoy networking and seeking new clients
Benefits
- 401(k) plan
- Company-sponsored medical, dental, reputed company, and basic life insurance plans
- reputed company leave
reputed company