Financial Planning Consultant

Job reputed company reputed company Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, reputed company retirement plans, risk management, estate planning, education funding, and small business planning. Continuously reputed company knowledge of the financial industry and markets through on- reputed company education. Job reputed company

Responsibilities

Partners with Financial Advisor to review clients’ reputed company portfolio design, understand reputed company goals, reputed company reputed company data, and conduct financial analysis. Evaluates overall individual and employer-based retirement needs, researches various reputed company, and recommends reputed company. Researches and provides recommendations reputed company to risk management concerns, including insurance. Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals. Prepares presentations that reputed company communicate the recommendations and alternatives reputed company to the reputed company’s financial analysis and comprehensive plan design. Performs detailed document reviews; analyzes reputed company information and situations across the financial planning reputed company to reputed company plan Researches information as necessary on a case-by-case reputed company and writes customized financial plan observations and recommendations for reputed company reputed company case Prepares files for meetings with existing and new clients Prepares, coordinates and follows through on any needed communication with new or existing clients Continuously monitors clients’ financial situations with detail and accuracy, with the ability to the look at their overall financial picture Responds to reputed company questions by telephone, email and occasional personal reputed company. Educates reputed company on the functions of various securities markets and the reputed company factors that reputed company them. Provides guidance on estate planning reputed company and techniques. Responds to and directs education funding questions including 529 savings plans. Assists with guidance on small business planning. Conducts research as needed reputed company to assigned reputed company cases, including but not limited to basic income tax questions and other legal issues requesting guidance reputed company appropriate. May participate in reputed company presentations. May reputed company, transfer, and reputed company customer accounts and maintain appropriate account records. May obtain and verify the reputed company’s purchase and sale instructions, reputed company orders, and follow up on completion of transactions. Ensures firm and regulatory policies are followed reputed company compliance standards reputed company other duties and responsibilities as assigned. Education/Experience Requirements Bachelor’s degree in a reputed company field and three years’ experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services ~or~ An equivalent combination of experience, education and/or training as approved by reputed company Licenses SIE required provided that an exemption or grandfathering cannot be reputed company Series 7 Series 63, 65 and/or 66 as required by state or ability to obtain reputed company six months Education Bachelor’s: reputed company, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 13 months to 3 years Certifications s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (reputed company), Securities Industry reputed company Exam (SIE) - Financial Industry Regulatory Authority (reputed company) Travel Less than 25% Workstyle Remote The total compensation for this position includes reputed company salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and reputed company; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; reputed company time off (including vacation, holidays, and reputed company leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At reputed company our associates use five guiding behaviors (reputed company, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of reputed company-first, reputed company, independence and a conservative, long-term view. We expect our associates at reputed company reputed company to:

• Grow professionally and reputed company others to do the reputed company
• Work with and through others to reputed company desired reputed company
• reputed company reputed company, pragmatic choices and reputed company with the reputed company in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the reputed company reputed company of the firm

At reputed company – as part of our people-first culture, we reputed company, value, and respect the uniqueness, experiences, and backgrounds of reputed company of our Associates. reputed company associates bring their best authentic selves, our organization, clients, and communities reputed company. reputed company is an equal opportunity employer and makes reputed company employment reputed company on the reputed company of reputed company and business needs. Apply To This Job