Emerging Investor, Financial Planner

This is a fully remote position, open to applicants in United States.

📋 Description

• Assess the stages of client life-cycles and determine their financial objectives.

• Offer suitable solutions, products, services, and investment strategies.

• Educate clients on the principles of financial planning and effectively communicate EFE’s value proposition.

• Secure client engagements and assist clients in developing personalized investment strategies.

• Follow up to ensure the completion of onboarding procedures.

• Open client accounts and facilitate fund transfers and management.

• Engage with existing clients to review and modify their strategies as needed.

• Manage client interactions efficiently within designated meeting times.

• Conduct thorough client reviews.

• Collaborate with EFE account support staff to ensure timely and accurate administration.

• Deliver financial planning services, advice, and ongoing relationship management primarily via phone and virtual conferencing.

⛳️ Requirements

• Minimum of 5 years of experience in financial services.

• High emotional intelligence: capacity to exhibit empathy, care, and concern.

• Ability to discuss complex and personal subjects in an understandable manner for clients.

• Competent in managing emotional conversations and de-escalating situations when necessary.

• Series 65 or 66 license is mandatory.

• CFP or CRPC certification is preferred.

• A 4-year college degree is required.

• Background in finance and/or business is preferred.

• Completion or certification in financial/life planning education is advantageous.

• Familiarity with Financial Peace University or similar programs is a plus.

🏝️ Benefits

• Discretionary bonus.

• Health plans.

• Dental plans.

• Wellness plans.

• 401(k) contributions.