Financial Planner

We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group.

Requirements

• Planning/Organizing – Prioritizes and plans work activities, uses time efficiently
• Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments
• Quality – Demonstrates accuracy and thoroughness
• Strong sense of urgency and accountability; results-oriented
• Team player; puts success of team ahead of self
• Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms
• Ability to work as part of a group or independently, patient, passion for both sales and service

Benefits

• PTO (vacation, sick, personal time bank)
• FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 4% Employer Match
• Parental Leave