Series 65 Financial Planner

Job Summary

A company is looking for an Emerging Investor Financial Planner.

Key Responsibilities

• Maintain comprehensive knowledge of financial products, planning tools, and investment strategies
• Evaluate client needs and present tailored financial solutions and services
• Ensure efficient client account management and follow-up on onboarding tasks

Required Qualifications

• 3-plus years of financial advisory experience or 5 years of combined sales and financial advisory experience preferred
• Track record of direct-to-consumer financial sales desired
• Series 65 or 7/66 license required
• CFP, CRPC, or other financial designation preferred or willingness to pursue one within 6 months
• 4-year college degree strongly preferred, ideally in finance or business