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Associate Financial Planner
Location:
Tyler, TX
Description:
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential• Superior customer service skills, math skills, relationship skills, and communication skills are preferred• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed• Requires a Bachelor’s degree in finance, business administration, or related field• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Compensation: $45,000 + Commission About Company: At The Holloway Partnership, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
Company:
The Holloway Partnership
Posted:
April 10 on WizeHire
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More About this Listing: Associate Financial Planner
Associate Financial Planner is a Real estate Associate Financial Planner Job at The Holloway Partnership located in Tyler TX. Find other listings like Associate Financial Planner by searching Oodle for Real estate Associate Financial Planner Jobs.
Associate Financial Planner is a Real estate Associate Financial Planner Job at The Holloway Partnership located in Tyler TX. Find other listings like Associate Financial Planner by searching Oodle for Real estate Associate Financial Planner Jobs.