Series 65 Licensed Financial Planner

Job Summary

To support a growing practice, the full-time salaried Series 65 Licensed Financial Planner will provide financial planning services and advice to clients, focusing on building trust and managing ongoing relationships while working remotely.

Key responsibilities

• Evaluate client life cycle stages and identify financial goals to present appropriate solutions and investment actions
• Educate clients on financial planning principles and articulate the company's value proposition
• Manage client onboarding and follow up to ensure all tasks are completed efficiently

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 with the ability to handle complex conversations
• Completion of financial/life planning education or certifications preferred