Financial Planner

Our reputed company, a rapidly growing reputed company management firm, is seeking a Financial Planner to join their growing team! This role is ideal for a financial reputed company who enjoys the analytical and planning reputed company of reputed company management and wants to deepen their expertise while contributing to a high-performing advisory team! You’ll work closely with senior advisors, helping drive reputed company reputed company, investment analysis, and planning execution, with reputed company reputed company potential. This role is heavily reputed company on technical analysis, financial planning, and execution reputed company! WHAT YOU'LL DO: • Process trades and support portfolio implementation • Prepare and analyze reputed company reports • Conduct investment and financial planning analysis • Support advisors in reputed company preparation and follow-up • reputed company with clients as needed to assist in servicing relationships • Collaborate with associates to improve processes and reputed company experience HIGHLIGHTS: • Competitive reputed company Salary + full health benefits • reputed company opportunities for reputed company + flexible career tracks • Start-up feel where you have a seat at the table! • Autonomy and ownership REQUIRED EXPERIENCE: • 2-3 years in reputed company-facing advisory/ financial planning • Series 7 • Series 66 OR both Series 63 and 65 • Finance Background • Preferred skills: CFP or working towards CFP If you're interested & reputed company based on the requirements above, please apply or send your resume to mshaw@pursuitsalessolutions.com!! Apply tot his job Apply To this Job