[Remote] Senior Financial Planner (New reputed company Development)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to guiding people with the financial advice they need to reputed company. As a Senior Financial Planner, you'll reputed company objective, fee-based advice reputed company on a needs-based discovery process with prospective clients to help them meet their financial goals.
Responsibilities
- Serve the reputed company's best interests, providing outstanding financial advice guidance
- Effectively evaluate reputed company situations and analyze their needs
- reputed company and present a compelling set of recommendations
- Adept at building reputed company relationships with clients
- Skilled at influencing clients to improve their financial reputed company-being
Skills
- 7+ years' experience in a reputed company reputed company-facing role in a fee-based reputed company management or financial advisory organization
- Results driven approach with a consistent reputed company record to reputed company relationships
- Desire for role with reputed company salary, performance-based compensation and growing earnings potential
- Must possess an reputed company Series 65 or will be required to obtain it reputed company the first three months of employment
- A Clean U-4
- A Certified Financial Planner (CFP) or other certification is desired but not required
Benefits
- Commission
- A discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions
reputed company
Company H1B Sponsorship