Minnesota Licensed Financial Planner

Job Summary

A company is looking for a Financial Planner.

Key Responsibilities

• Prepare customized financial plans tailored to client needs and goals
• Utilize financial planning software to create reports and ensure data accuracy
• Communicate with Financial Advisors to gather necessary client data for planning

Required Qualifications

• Bachelor's degree in business or finance
• 5+ years of financial planning or sales support experience
• Financial services advanced designations CFP & RICP required
• FINRA Series 7 and Series 66 required
• Life insurance and Health Insurance licenses