Job Details

A company is looking for a Financial Planner.Key ResponsibilitiesDevelop and deliver comprehensive financial plans for retail clientsAnalyze clients' financial circumstances and define their goalsManage a pipeline of retail clients and coordinate consultations to present actionable financial solutionsRequired QualificationsBachelor's degree or equivalent experience; MBA preferredCFP certification requiredFINRA Series 7, 63, 65 registrations required3+ years of experience in financial services or the 401k industryMinimum of 2 years of financial planning experience required