Financial Planner
Job Description:
Job Description The Financial Planner position is sales-oriented and client facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients. WE PROVIDE OUR FINANCIAL PLANNERS WITH:Office space at no costAll marketing and leads at no costProven Sales ProcessOngoing training and developmentTremendous opportunity for growth! KEY
Responsibilities:Create a relationship with our leads and yours to teach and convert prospects into clientsLead and facilitate group educational workshopsMaximize relationships, create referrals and referral partnerships by providing exceptional customer serviceMeet with current clients 1-2 times minimal per year to review plans and make adjustments accordinglyEnter and update client information in our CRM databaseComplete administrative paperwork to fulfill client needsLearn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other Firm Planners and team membersWill have access to a host of tools to develop and grow your client base while sharpening your skills This Company Describes Its Culture As:People Oriented supportive and relationship-focusedInnovative and willing to take risksConfident and growth-orientedResults driven with a strong performance cultureMost importantly, we like to have FUN! REQUIREMENTS:Financial Services experience is required. Experience with insurance and/or annuities is a plusThis position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire, if not already licensedA college degree is a plus, but not required or as important as Financial Services experience COMPENSATION AND
Benefits:Salary plus a lucrative Bonus PlanComprehensive benefits package, including medical, dental, vision, HSA, FSA, Employer paid Group Life Insurance and AD&D, Voluntary Group Life Insurance and AD&D, and short and long term disability401k
3% company contributionPaid time off (PTO)Be a part of our FUN on-site and off-site company events and gatherings! SCHEDULE:Flexible work schedule depending on clients needsWork from our office in Des Peres, MO-No cost office space! #aEstimated Salary: $20 to $28 per hour based on qualifications.
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