What are the responsibilities and job description for the Financial Planner position at Financial Planner Recruiting, LLC?
Our client is a growing RIA based in Washington. They are hiring for a 100% remote financial planner. If you are looking for a role where you can focus on leading client relationships and creating financial plans, this is a great opportunity.
Responsibilities :
- Work closely with VP relationship managers to answer questions for clients.
- Create, present, and implement comprehensive financial plans with clients.
- Meet regularly with clients and be able to answer questions regarding their portfolio and update financial plans regularly.
- Utilize RightCapital to create robust financial plans.
Qualifications :
The role comes with strong base compensation (commensurate with experience) starting at 125k , a bonus, full benefits, and a growth path to potential equity.
