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Job Summary:
The
Financial Planner will be
responsible for helping clients realize
their financial goals. He/She will
attract and service relationships with
clients.
The
Financial Planner will be responsible
for assessing a client’s circumstances
and objectives, and based on those, go
on to provide individualized, highly
strategic investment consulting.
The
Financial Planner has access to a full
range of wealth building, managing and
preserving services throughout the Firm,
including mutual funds, stocks, bonds,
IRAs, credit & lending, insurance,
estate planning and many other services
that he/she will offer to his/her client
base and the investing public.Job
Description:
The
Financial Planner will perform
all or some of the following Job
description:
-
The
Financial Planner will analyze
investment opportunities and client
needs, and recommend appropriate
strategies
-
Build
client relationships based upon
developing strategies to their financial
goals through the use of financial
planning and wealth management
-
The
Financial Planner will market and sell
appropriate investment products,
financial and wealth management
services/products to clients
-
Develop
and cultivate your own client
base/prospect and service clients
business
-
Prepare
and deliver presentations/seminars to
clients and prospects
-
The
Financial Planner will attend Financial
Advisor meetings and continuing
education sessions to stay current about
products, services and policies
-
Comply
with all industry rules and regulations
-
The
Financial Planner will build a clientele
in the target markets.
Minimum Requirements / Knowledge /
Skill For Financial Planner Job
-
The
Financial Planner should have track
record of successful work experience for
a period of a minimum of 5-6 years
-
Possess
ability to acquire Series 7 and 66
registration, and additional licensing
needed to assist in building a career as
a Financial Planner
-
The
Financial Planner must have the ability
to communicate effectively with
co-workers and clients
-
Possess
Excellent
written and oral communication skills
The
Financial Planner should have
professional demeanor and strong
understanding of the importance of
building good relationships.
Minimum Education Requirements /
Certification / Licensure For
Financial Planner Job
-
Bachelor’s degree; MBA is a plus, and
5-6 years of business experience and
proven success in a previous sales
related career field!
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