To enhance planning capabilities, the full-time State Licensed Financial Planner will collaborate with Wealth Advisors to develop and execute personal financial plans, proactively drive annual client reviews, and identify new opportunities for client engagement in a remote or onsite capacity. Key responsibilities Collaborate with assigned Wealth Advisors to create, maintain, and present financial plans for clients Proactively build and deliver plans for annual client reviews while achieving sales objectives Identify and uncover new opportunities through client discovery and unmet needs Required qualifications Bachelor's degree in Finance preferred 4 - 6 years of proven experience in financial planning FINRA Series 65/63 or 66 licenses required CFP or CHFC designation required Extensive experience with the execution and presentation of financial plans
State Licensed Financial Planner in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.