Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Responsibilities:

Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations.
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
Create customized financial plans suitable for each client based on potential life changes and changing financial needs.
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives.

Qualifications:

Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital.
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital.
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed.
A Bachelor’s degree in business administration, finance, or a related field is required.
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital.
To have the ability to build personal relationships with clients and help them reach their financial goals.

Compensation: $105,000 at Plan Commission

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Personal Financial Planner