[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 providing comprehensive financial planning and investment advice to reputed company investors. As a Senior Financial Planner, you will reputed company objective, fee-reputed company advice to prospective clients, focusing on their financial goals and building long-term relationships.
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-reputed company 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, reputed company-reputed company 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
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