CFP Financial Planner

Job Summary

A company is looking for a Financial Planner (Retail) to develop and deliver comprehensive financial plans for retail clients.

Key Responsibilities

• Develop and deliver comprehensive financial plans to retail customers
• Engage clients in needs-based dialogue to understand their financial needs and offer suitable solutions
• Review client portfolios and provide education on financial planning topics to help clients achieve their goals

Required Qualifications

• Bachelor's degree or equivalent combination of education and professional work experience; MBA preferred
• CFP certification required
• FINRA Series 7, 63, 65 registrations and life insurance licensing required within corporate-established timelines
• 3+ years' experience in financial services or 401k industry; 2 years minimum financial planning experience required
• Demonstrated ability to create and present comprehensive financial plans one-on-one with clients