State Licensed Financial Planner

Job Summary

A company is looking for a Financial Planner to provide comprehensive financial wellness and retirement planning services.

Key Responsibilities

• Deliver certified, comprehensive financial plans for large and mega clients
• Engage clients in needs-based conversations to recommend appropriate financial solutions
• Provide education on retirement readiness and maintain positive relationships with participants

Required Qualifications

• Bachelor's degree or equivalent work experience (MBA preferred)
• Certified Financial Planner (CFP) certification required
• FINRA Series 7, 63, and 65 registrations required
• Life insurance license required (must be obtained within corporate timelines)
• Minimum 3 years of experience in financial services or the 401(k) industry