What are the responsibilities and job description for the Financial Planner position at Financial Planner Recruiting, LLC?
Job Description :
Our client is a boutique RIA based out of Yardley, PA. They are seeking a Lead Financial Planner to join their growing team. If you are looking for a client-facing role with upward mobility, this could be the right fit!
Some responsibilities Include :
- Develop, implement, and monitor robust financial plans for clients.
- Act as the first point of contact and lead existing client relationships.
- Focus on delivering holistic financial plans to clients.
- Work with the investment team to learn new ways to build and optimize investment strategies.
- Collaborate with the team on planning-related questions.
- Utilize CRM and financial planning software effectively.
Qualifications :
Compensation and Benefits :
Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.
Salary : $110,000
