TopUSAJobs.com
This listing was posted on TopUSAJobs.
Associate Financial Planner
Location:
Cary, NC
Description:
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: --- Embrace the role of a structured yet coachable team player open to continued education and training from other team members --- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management --- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs --- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations --- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: --- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred --- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients --- A Bachelor's degree in finance, business administration, or alternate related analytical field is required --- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus --- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential --- Valid Life and Health Insurance Licenses About Company: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As a Financial Professional supported by The Pelora Group, you'll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business.
Company:
The Pelora Group
Posted:
June 14 on TopUSAJobs
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to TopUSAJobs
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Associate Financial Planner
Associate Financial Planner is a Jobs Associate Financial Planner Job at The Pelora Group located in Cary NC. Find other listings like Associate Financial Planner by searching Oodle for Jobs Associate Financial Planner Jobs.
Associate Financial Planner is a Jobs Associate Financial Planner Job at The Pelora Group located in Cary NC. Find other listings like Associate Financial Planner by searching Oodle for Jobs Associate Financial Planner Jobs.