Financial Planner Opportunity
FINANCIAL PLANNER
FEIC Financial is currently accepting resumes for a Financial Planner to join our current team of professionals. This position is responsible for assisting clients with their immediate and long-term financial goals. The job of the financial planner is to help each investor decide what kinds of investments are best suited for their individual situation. You will advise new and existing clients on what types of investments are most appropriate for them, as well as the timing of major expenditures, such as buying a house or starting retirement.
FEIC Financial is currently accepting resumes for a Financial Planner to join our current team of professionals. This position is responsible for assisting clients with their immediate and long-term financial goals. The job of the financial planner is to help each investor decide what kinds of investments are best suited for their individual situation. You will advise new and existing clients on what types of investments are most appropriate for them, as well as the timing of major expenditures, such as buying a house or starting retirement.
Job Description:
- Provide financial planning services and investment advice to clients
- Accountable for new business development
- Responsible for servicing, building, and maintaining client relationships
- Incorporating existing client base into an established fee based financial planning program
- Monitor and manage client assets
- Prepare financial plans for prospective clients
- Implement asset allocation strategies consistent with firm philosophy
Job Requirements:
- Series 65
- Degree in Finance, Economics, or related field or equivalent work experience
- Strong working knowledge in the areas of estate planning, tax planning, insurance
- Must have industry experience with high net worth clientele
- Proven track record of success in a fee-based environment
If you are a dedicated, motivated and hard working individual, we would like to hear from you. Click the Apply button and attach a copy of your resume with cover letter, or e-mail your resume and cover letter to kristinc@feicfinancial.com.
