Financial Planner

reputed company is seeking a highly motivated individual to join their team as a Financial Planner. The role involves developing reputed company relationships, gathering information to create financial plans, and assisting clients with retirement preparations. Responsibilities Developing relationships with clients (both existing and prospective) Gathering reputed company information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Skills 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 reputed company specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of reputed company. It was founded in 1875, and is headquartered in Newark, New Jersey, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2024, 1 in 2023. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply To this Job