[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