Senior Financial Planner – New Client Development

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

📋 Description

• Offer impartial, fee-driven guidance

• Emphasize a needs-oriented discovery process with potential clients

• Create a strategy to assist in achieving financial objectives

• Foster enduring relationships grounded in respect and integrity

⛳️ Requirements

• Over 7 years of experience in a client-facing capacity within a fee-based wealth management or financial advisory firm

• Results-oriented mindset with a proven ability to cultivate relationships

• Interest in a position that includes a base salary

• Must hold an active Series 65 license or be willing to obtain it within the first three months of employment

• A clean U-4 record

• A Certified Financial Planner (CFP) designation or other relevant certification is preferred but not mandatory

🏝️ Benefits

• Health, dental, and various wellness programs

• 401(k) contributions

• Performance-based compensation