Series 65 Licensed Financial Planner

Job Summary

To support a growing client base, the full-time Series 65 Licensed Financial Planner will provide financial planning services and advice remotely, focusing on evaluating client needs, presenting tailored solutions, and managing ongoing relationships to help clients achieve their financial goals.

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 secure their business through effective onboarding and follow-up
• Engage with existing clients to review and adjust strategies for optimal financial 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 with the ability to handle complex and personal discussions
• Completion of financial/life planning certifications preferred, such as familiarity with Financial Peace University