Become a Virtual Financial Planner with a focus on building lasting client relationships. Use your expertise in investment solutions to nurture and grow your practice in the mass affluent market.
This role allows you to work independently while tapping into a cooperative environment. With 3 years of proven experience in financial planning, your mission is to drive sales and establish new client connections through proactive outreach and effective networking. Deliver exceptional service that aligns with industry best practices for your clients' unique financial needs.
Key Responsibilities:
• Ace business development plans targeting mass affluent clients
• Provide customized financial advice adhering to sales principles
• Engage in public events to expand your professional network
• Foster ongoing communication with prospects for future opportunities
• Cultivate relationships with industry specialists for better outcomes
Requirements:
• A minimum of 3 years in financial planning or investment sales
• Must hold Mutual Funds certification and MFDA requirements
• PFP® or CFP® designation is a must
• Strong networking and interpersonal skills required
• Valid driver's license and vehicle access for client meetings
Utilize your entrepreneurial mindset and financial acumen to create impactful client connections in a virtual workspace, elevating both your practice and client satisfaction.
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