Job Detail

Financial Planner

Financial Planner

Confidential

Mechanicsburg, PA

Job ID : 374f2f7156306c306c675a332f39693046413d3d

Job Description :

Financial Planner

We are looking for a new addition to our practice. We are looking for someone who has a strong desire to contribute to our dynamic and growing team. Someone who has excellent problem-solving skills, who can conceptualize and grasp financial planning concepts and how they are implemented. This position requires someone that can learn quickly, communicate and work effectively in a fast paced, detail and dead-line oriented environment.

This position involves working closely with clients and staff members to ensure we deliver high-quality experience and deliverables.

Responsibilities include:

  • Prepare financial plans and client ready presentations for the senior advisor. To include gathering additional client information when needed.
  • Meet with senior advisor to help understand the client’s goals for case analysis.
  • Prepare investment proposals and insurance illustrations.
  • Enter and maintain accurate details within CRM software.
  • Keep abreast of product changes and maintain marketing materials related to products in both digital PDF’s and hardcopy form.
  • Provide backup for team members, including answering phones and other basic office tasks, as needed.

Position Qualifications:

  • 5-10 years financial investment industry experience is extremely important.
  • Prior experience working in financial planning on cash flow, income analysis and product implementation.
  • Ability to understand why and how certain products fit into a financial plan.
  • Working knowledge of various financial account registrations, such as IRA, 401(k), Roth IRA, pensions, and taxation concepts related to each registration.
  • Ability to work independently, as well as within a team environment.
  • Exceptional organizational skills and attention to detail.
  • Series 7 and 66 securities licenses preferred, or willingness to obtain them within 9 months, studying outside of work hours.
  • Life, Health, and Accident Insurance license preferred, or willingness to obtain within 3 months, studying outside of work hours.
  • Excellent MS Office skills (especially Excel and Word), OneDrive, Teams, Acrobat Adobe Pro and Industry specific: Morningstar, Advisor 360, Wealthscape and Envestnet are a plus.

We offer:

  • Family-oriented team atmosphere and activities
  • Growth and advancement opportunities
  • Salary commensurate with experience (salary based/non-commission)
  • Group Health, Life, Disability, Dental and Vision insurance available
  • 401(k) with Safe Harbor Match
  • Bonus pay potential

Upon an offer of employment, a verification of a candidate’s background will be required to complete the hiring process.

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Bonus pay

Experience:

  • Financial planning: 5 years (Preferred)

Work Location: One location

Company Details :

Name : Confidential

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Details

: Mechanicsburg, PA

: 65000 - 80000 USD ANNUAL

: Today

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