What are the responsibilities and job description for the Financial Planner position at Guardian Austin?

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a proven track record of creating successful and long term advising relationships, 4-6 years of insurance sales experience, excellent communication skills, and while a Bachelor's degree in business or finance is preferred, it is not required. Applicant will obtain necessary licenses including General Lines : Life, Accident, Health and HMO in applicable states. Valid professional license, CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66 are required. Apply now!

Compensation :

60,000 at plan yearly

Responsibilities :

Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Serve as a collaborative team player willing to further development through continued training opportunities
Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Customize financial plans for each client based on their professional / work circumstances, life stage, and evolving financial needs

Qualifications :

Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed

Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital

A Bachelor’s degree in business administration, finance, or a related field is required

Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

Computer proficiency in Microsoft Office, CRM systems, Financial Planning software, Google Suite, and other tools is strongly preferred

Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients

Valid FINRA Series 7 & 66 preferred but not required. The ideal candidate will obtain the necessary insurance license

Working knowledge of financial products, the financial industry personal Financial Advisor or responsibilities, or Financial Planning roles is essential

Relevant, successful, proven work-related experience is required. A Bachelor's degree in Business Administration, Finance, or a similarly related field is preferred but not required

About Company

We are a forward-thinking comprehensive planning firm, establishing a presence in the Austin, Texas area with a client-first approach to financial planning.

Salary : $60,000

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