What are the responsibilities and job description for the Senior Investment Advisor position at Mariner Advisor Network?
Job Summary:
We are seeking a skilled Financial Planner to join our team at Gilbert and Timme, LLC. As a trusted advisor, you will work closely with clients to understand their financial goals and develop customized plans to achieve them. If you have a passion for helping others and a strong background in financial planning, we encourage you to apply for this exciting opportunity.
About the Role:
This full-time position involves working closely with clients to assess their financial situations and create personalized plans. Your expertise in financial planning and investment strategies will enable you to offer valuable insights and guidance to our clients. In addition to client-facing responsibilities, you will also collaborate with internal teams to ensure seamless communication and coordination of client requests.
Responsibilities:
Requirements:
To be successful in this role, you will need a minimum of four years of financial industry experience, including some financial planning experience. A 4-year degree and Series 7 license are required. Additional designations, such as CFP or other relevant certifications, are a plus. Strong communication and interpersonal skills, with the ability to build trust and rapport, are essential. Exceptional organizational skills and attention to detail are also required. The ability to manage multiple tasks and adapt in a dynamic environment is crucial. Previous experience in a client-facing role is preferred, but a commitment to service and problem-solving is most important.
Career Advancement Opportunities:
Gilbert and Timme, LLC offers comprehensive training and resources to help you excel in your role. We also provide excellent career growth opportunities and a competitive compensation and benefit package.
We are seeking a skilled Financial Planner to join our team at Gilbert and Timme, LLC. As a trusted advisor, you will work closely with clients to understand their financial goals and develop customized plans to achieve them. If you have a passion for helping others and a strong background in financial planning, we encourage you to apply for this exciting opportunity.
About the Role:
This full-time position involves working closely with clients to assess their financial situations and create personalized plans. Your expertise in financial planning and investment strategies will enable you to offer valuable insights and guidance to our clients. In addition to client-facing responsibilities, you will also collaborate with internal teams to ensure seamless communication and coordination of client requests.
Responsibilities:
- Develop and implement comprehensive financial plans for clients.
- Analyze clients' financial situations and identify areas for improvement.
- Create customized investment strategies to meet clients' unique needs.
- Communicate effectively with clients to understand their financial goals and concerns.
- Collaborate with internal teams to coordinate client requests and ensure seamless execution.
Requirements:
To be successful in this role, you will need a minimum of four years of financial industry experience, including some financial planning experience. A 4-year degree and Series 7 license are required. Additional designations, such as CFP or other relevant certifications, are a plus. Strong communication and interpersonal skills, with the ability to build trust and rapport, are essential. Exceptional organizational skills and attention to detail are also required. The ability to manage multiple tasks and adapt in a dynamic environment is crucial. Previous experience in a client-facing role is preferred, but a commitment to service and problem-solving is most important.
Career Advancement Opportunities:
Gilbert and Timme, LLC offers comprehensive training and resources to help you excel in your role. We also provide excellent career growth opportunities and a competitive compensation and benefit package.
