Drive investment growth as a proactive Financial Planner focused on the mass affluent clientele. Utilize your expertise to provide personalized financial planning and investment solutions.
This position invites you to leverage your 3 years of financial planning experience in a competitive environment. You will engage in business development efforts, aligning client needs with investment strategies while participating in community outreach and professional events. Fostering strong relationships with clients is central to this role.
Key Responsibilities:
• Cultivate new client relationships and referrals
• Design personalized financial strategies and solutions
• Engage proactively with potential prospects
• Lead community financial seminars and workshops
• Network with professionals in the investment industry
Requirements:
• Minimum of 3 years in financial planning
• Certified in mutual funds; MFDA or equivalent required
• PFP® or CFP® designation essenti...