Overview:

The Financial Planner will be responsible for supporting clients and advisors by preparing financial plans, managing client information, and assisting in client meetings and follow-up. This role involves analyzing financial data, using planning and investment software, and ensuring client information is accurate, organized, and up to date. The Financial Planner will collaborate closely with advisors and support staff to deliver excellent client service while adhering to regulatory and compliance standards. Over time, the role may include managing client relationships and contributing to business growth through strong communication and proactive service.

Duties:

Conduct in-depth financial analysis to understand clients' financial goals and objectives Develop comprehensive financial plans that align with clients' needs and objectives Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning Monitor and review clients' financial situations regularly to ensure their plans are on track Handle client service requests or in depth account performance details Collaborate with other professionals such as accountants and attorneys to address complex client needs Stay updated on market trends, regulations, and best practices in the financial planning industry Requirements Bachelor's Degree 3+ years' experience in Financial Planning capacity in Wealth Management CFP

• Active or within 2 years of employment Series 7, 63, 65/66
• Completed within 6 months of employment FL 215 (Life/health/Variable) license
• Completed within 3 months of employment Experience w/ securities, financial planning, investments, and insurance Experience w/ Custodial platforms: Fidelity, Schwab, TD, etc.

Microsoft Suite experience Strong time management, personal integrity, and ability to work in fast paced environment

CRM Experience:

Salesforce/Redtail/etc. Leadership experience Knowledge of Broker Dealer + Investment Advisory Regulations Active CFP w/ the marks Active Series 7, 63, 65/66

Job Type:

Full-time Pay:

$60,500.00

• $85,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Professional development assistance Retirement plan Tuition reimbursement Vision insurance Application Question(s): Why should we choose you?

Experience:

Financial planning: 3 years (Required)

License/Certification:

CFP (Preferred) Ability to

Commute:

Winter Garden, FL 34787 (Required)

Work Location:

In person