Senior Financial Planner - Series 65

Job Summary

A company is looking for a Senior Financial Planner (New Client Development).

Key Responsibilities

• Provide outstanding financial advice and guidance in the client's best interests
• Evaluate client situations, analyze their needs, and develop compelling recommendations
• Build positive relationships with clients and influence them to improve their financial well-being

Required Qualifications

• 7+ years of experience in a direct client-facing role in fee-based wealth management or financial advisory
• Proven track record of forming relationships and a results-driven approach
• Desire for a role with base salary and performance-based compensation
• Must possess an active Series 65 or obtain it within the first three months of employment
• A Clean U-4; a Certified Financial Planner (CFP) or other certification is desired but not required