Job Description
This position is responsible for providing financial planning and investment advice to clients, helping them to achieve their financial objectives. This role involves assessing clients’ financial situations, developing customized financial plans, and recommending appropriate financial products and services. The ideal candidate will have strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and products.
Highlighted responsibilities include:
- Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
- Analyze clients’ financial information to determine strategies for meeting their financial goals.
- Develop and present customized financial plans and investment strategies.
- Monitor clients’ financial status and provide regular updates and recommendations.
- Build and maintain strong client relationships through regular communication and follow-up.
- Stay informed about market trends, economic conditions, and new financial products.
- Comply with all regulatory requirements and company policies.
- Provide exceptional customer service and ensure client satisfaction.
- Participate in networking and community events to attract new clients.
Highlighted qualifications:
- Bachelor’s Degree (BA) from four-year college or university.
- At least 2-3 years of related experience and/or training.
- Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American College
- FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65)
Compensation range: $92,500/year – $140,000/year
This position is responsible for providing financial planning and investment advice to clients, helping them to achieve their financial objectives. This role involves assessing clients’ financial situations, developing customized financial plans, and recommending appropriate financial products and services. The ideal candidate will have strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and products.
Highlighted responsibilities include:
- Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
- Analyze clients’ financial information to determine strategies for meeting their financial goals.
- Develop and present customized financial plans and investment strategies.
- Monitor clients’ financial status and provide regular updates and recommendations.
- Build and maintain strong client relationships through regular communication and follow-up.
- Stay informed about market trends, economic conditions, and new financial products.
- Comply with all regulatory requirements and company policies.
- Provide exceptional customer service and ensure client satisfaction.
- Participate in networking and community events to attract new clients.
Highlighted qualifications:
- Bachelor’s Degree (BA) from four-year college or university.
- At least 2-3 years of related experience and/or training.
- Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American College
- FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65)
Compensation range: $92,500/year – $140,000/year
About JustinBradley
Elevate your career. Source exceptional talent. JustinBradley is an award-winning, WBENC-certified strategic workforce solutions company. We are recognized among the top 2% of staffing firms nationwide and a 12-time winner of Best of Staffing. Since 2002, JustinBradley has provided exceptional business talent to clients across the country through Executive Placement, Temporary Staffing, and Contingent Workforce Solutions.
Our award-winning Executive Search practice provides specialized search for C-level executives and the teams that support them. JustinBradley’s recruiting leaders are diverse, experienced business professionals and sought-after talent advisors who strive to bring the very best in service and talent to every search.
Our Temporary Staffing group has significant experience managing projects and the highest commitment to engaging top consulting talent.
We are a certified strategic national account leader with expertise in delivering customized staffing solutions in support of Contingent Workforce Contracts. Our cross-functional experience in Accounting, Marketing, Risk, Procurement, and Human Resources helps us solve business challenges, minimize risk, reduce costs, and achieve results.
JustinBradley is proud to be consistently ranked as Top Supplier with our Fortune 500 clients, and we have a commitment to accountability, teamwork, and diversity in the workplace. Throughout your career, we’re behind you all the way.
https://www.youtube.com/channel/UCf6xzovub3CI9PycYj1YkEg
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