Work side by side with an experienced Certified Financial Planner. Your strong organizational and communication skills are the tools necessary to help support our existing clients. Prior experience will determine how quickly the candidate can transition into a lead advisor role.
Job duties will include client meetings, gathering data, assessing goals, preparing and presenting retirement projections, and providing advice to clients across multiple services such as retirement, tax, insurance, estate, college, and more.
Prior industry experience is preferred. A securities licensed or CPA credential is preferred.
If you are looking to be challenged, excited about the opportunity for growth, and want to receive personal fulfillment by making a financial impact in our client’s lives, then this may be a position for you.
Job Type: Full-time
Pay: $50,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
Compensation Package:
Work Location: In person
