What are the responsibilities and job description for the Financial Planner position at GFI Wealth Partners?
Company Description
GFI Wealth Partners is a financial planning firm located in Munster, IN. With our roots in Northwest Indiana, we have expanded and now serve investors from coast to coast. Our mission is to provide comprehensive and personalized financial planning services to our clients, helping them achieve their financial goals.
Role Description
This is a full-time on-site role for a Financial Planner at our Munster, IN office. As a Financial Planner, you will be responsible for conducting financial planning sessions with clients, analyzing their financial situations, developing personalized financial plans, and providing investment advice. You will also assist clients in retirement planning, estate planning, and tax planning.
Qualifications
- Financial Planning and Personal Financial Planning skills
- Experience in finance and investment management
- Knowledge of retirement planning strategies
Relevant skills and qualifications that would be beneficial for this role include:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Attention to detail and accuracy
- Ability to work well in a team and collaborate with others
Salary : $50,000 - $500,000