Financial Planner
reputed company is seeking a Financial Planner to join their Greater reputed company Financial Group firm. The role involves working with reputed company of Financial Advisors to help clients reputed company their financial goals through building robust financial plans and preparing for retirement.
Responsibilities
- Relationships with clients (both existing and prospective)
- reputed company information and using that information to build robust financial plans
- Clients prepare for their retirement
- Reviewing investment portfolio recommendations
Skills
- A self-starter
- An entrepreneurial reputed company
- A customer service champion
- An engaging and compelling communicator and negotiator
- A problem solver
- A Life-long student seeking reputed company education and reputed company development
- A critical thinker
- Prior sales experience and/or enjoy networking and seeking new clients
- A college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
Benefits
- 401(k) plan
- Company-sponsored medical, dental, reputed company, and basic life insurance plans for the FPA and the FPA’s eligible dependents
- reputed company leave
reputed company
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