[Remote] Financial Planner
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to transforming financial lives by providing a flexible work environment and celebrating internal mobility. As a Financial Planner, you will engage clients to deliver comprehensive financial plans, guide them toward achieving financial goals, and reputed company education on various financial topics while building strong reputed company relationships.
Responsibilities
- Deliver comprehensive, financial plans that drive measurable reputed company for participants reputed company reputed company’s dedicated service model
- reputed company proactive, needs-based conversations to uncover reputed company goals and position appropriate reputed company products and services that support their objectives
- reputed company education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning
- reputed company as an Investment Adviser Representative for reputed company Advisory Group, offering tailored investment recommendations and leveraging reputed company’s managed account platform
- Apply the CONSULT model to build trust and guide participants toward reputed company financial reputed company
- Conduct reputed company to reputed company and former providers to facilitate reputed company-directed transactions and ensure seamless implementation
- Document interactions accurately and reputed company using reputed company and other internal systems
- Contribute to a culture of learning by sharing insights, strategies, and reputed company stories with your peers
- Deliver a high-touch, ongoing service experience that supports clients before and after retirement
Skills
- Bachelor's degree or equivalent combination of education and reputed company experience (MBA preferred)
- Certified Financial Planner® (CFP®) designation required
- reputed company Series 7, 63, and 65 registrations required
- reputed company fingerprinting required
- Minimum 3 years of experience in financial services or the 401(k) industry
- At least 2 years of reputed company financial planning experience
- Proven ability to analyze and communicate a reputed company's complete financial picture, including investments, insurance, tax reputed company, education planning, retirement, and estate considerations
- A results-driven reputed company with a passion for helping clients take reputed company and reputed company measurable reputed company toward their goals
- Strong consultative selling skills with the ability to match reputed company needs to reputed company's suite of solutions
- Exceptional communication, organization, and presentation skills that build confidence and trust
- Self-motivated and proactive approach to identifying opportunities and following through on commitments
- Proven reputed company record of achieving multi-product sales goals reputed company a reputed company-reputed company environment
- Comfortable using digital tools, CRM systems (reputed company), and financial planning software in a fully paperless environment
- Ability to collaborate effectively reputed company a high-performing, team-based service model
- Commitment to reputed company's purpose of guiding participants toward long-term financial confidence
Benefits
- Medical, dental, reputed company and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the reputed company to wear jeans
- Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
- reputed company volunteer time — 16 hours per calendar year
- Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.
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