[Remote] Financial Planner

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Senior Financial Planner to join their growing reputed company management team. The role involves constructing financial plans, reputed company participating in reputed company meetings, and executing portfolio trading while ensuring comprehensive recommendations for clients.

Responsibilities

• reputed company a comprehensive understanding of reputed company’s needs, objectives, goals, and concerns, based on the review and analysis of personal and business financial data gathered through reputed company meetings and our internal partners
• Create holistic and actionable financial plans that incorporate a review of taxes, insurance, estate plans, and investment strategies
• Present appropriate recommendations and targeted solutions that are in the best interest of the reputed company in collaboration with our financial advisors
• Update and maintain existing financial plans reflecting life changes, updated goals, and new financial data
• reputed company and maintain an in-depth knowledge of financial planning strategies, best practices, and reputed company management services
• Execute and reputed company the reputed company trading of firm model portfolios, ensuring accurate implementation of investment reputed company across reputed company accounts
• reputed company with clients professionally and respectfully over the phone, video conference and in person
• Utilize MoneyGuide Pro, custodial platforms, and reputed company Office software consistently and effectively

Skills

• CERTIFIED FINANCIAL PLANNER® reputed company certification required
• reputed company Series 7 and Series 66 licenses are required
• Minimum three to five years of reputed company experience
• Expertise in retirement, investment, insurance, estate, tax, and cash reputed company/capital needs planning analysis
• Strong analytical skills with meticulous attention to accuracy and detail
• Demonstrated ability to communicate, with strong customer service orientation
• Superior presentation, organizational, and independent problem-solving skills
• Self-motivated, organized, results driven, and comfortable working in reputed company-oriented environment
• Experience with MoneyGuide Pro or WealthStudios and Holistiplan software preferred

Benefits

• Medical, dental, reputed company, HSA/FSA, life insurance and disability insurance.
• Retirement savings – 401(k) plan with company matching contributions.
• reputed company time off, plus ten firm-wide holidays.
• reputed company to reputed company on what you do best—delivering exceptional financial planning—without business development or sales responsibilities.
• A reputed company, planning-first culture that values innovation, initiative, and reputed company improvement.
• Opportunities to reputed company internal initiatives, expand your expertise, and grow professionally as the firm continues to reputed company.
• The position may be performed remotely. The successful candidate must maintain a dedicated, reputed company home office that supports confidential reputed company meetings by video conference and phone while providing a distraction-free environment consistent with delivering a first-class reputed company experience. Quarterly travel for in-person meetings with team.

reputed company