Series 65 Licensed Financial Planner

Job Summary

A company is looking for an Emerging Investor, Relationship Planner.

Key Responsibilities

• Evaluate client life cycle stages and identify financial goals, presenting suitable solutions and investment actions
• Educate clients on financial planning principles and ensure onboarding tasks are completed
• Engage with existing clients to confirm or adjust strategies for optimal success

Required Qualifications

• 5 years of financial services experience
• Series 65 or 66 license required; CFP or CRPC preferred
• 4-year college degree required; financial and/or business background preferred
• Strong emotional intelligence and ability to handle complex topics with empathy
• Completion of financial/life planning education preferred