Elevate your career as a Financial Planner focusing on personalized advisory services for a mass affluent clientele. Enjoy the flexibility of meeting clients at their convenience while driving growth in a supportive culture.
This role emphasizes building and nurturing client relationships through superior financial advice and tailored investment solutions. You will execute business development plans, identify current opportunities, and enhance your market presence. Your success will be grounded in a comprehensive financial planning framework alongside compliance with regulatory standards.
Key Responsibilities:
• Drive business development for mass affluent market
• Provide client-centric investment solutions
• Conduct needs analysis across financial statements
• Participate in community and professional events
• Build and maintain a market profile
Requirements:
• 3 years in financial planning and investment sales
• Mutual funds certification in good standing
• Completed PFP® or CFP® designation
• Proven networking and interpersonal skills
• Valid driver's license and vehicle access
Utilize your financial planning expertise to foster lasting client relationships and achieve exceptional results in a collaborative environment.
#J-18808-Ljbffr