Associate Financial Planner

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities:

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor

Qualifications:

• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Requires a Bachelor’s degree in finance, business administration, or related field
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred

About Company: Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.