Overview:
We are seeking a skilled Financial Planner to join our team. This support role will assist the Financial Advisors to handle client service request, including, but not limited to conducting detailed research on investment vehicles, performance and new programs. The ideal candidate will have a strong background in financial services, investment management, and client service oriented. As a Financial Planner, you will also be responsible for assisting the Financial Advisors in preparation for meetings and creating customized financial plans for clients. The ideal candidate will have at least a Series 6/65 and 7 license as well as FL215.
Duties:
- Conduct in-depth financial analysis to understand clients' financial goals and objectives
- Develop comprehensive financial plans that align with clients' needs and objectives
- Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning
- Monitor and review clients' financial situations regularly to ensure their plans are on track
-Handle client service requests or in depth account performance details
- Collaborate with other professionals such as accountants and attorneys to address complex client needs
- Stay updated on market trends, regulations, and best practices in the financial planning industry
Skills:
- Strong mathematical skills
- Proficiency in investment management and portfolio management
- Knowledge of wills, trusts, and estate law
- Strong communication skills
- Technical accounting knowledge to analyze financial statements
- Familiarity with financial concepts such as risk management and asset allocation
If you are a detail-oriented individual with a passion for finance and helping clients achieve their financial goals, we encourage you to apply for this rewarding opportunity by submitting your resume, ACCOMPANIED BY A COVER LETTER.
Job Type: Full-time
Pay: $60,500.00 - $75,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation package:
Physical setting:
Schedule:
Experience:
- Financial planning: 3 years (Required)
Ability to Commute:
Ability to Relocate:
- Orlando, FL: Relocate before starting work (Required)
Work Location: In person