What are the responsibilities and job description for the Wealth Planning Expert position at Mariner Advisor Network?
Role Overview:
We are seeking a highly skilled Financial Advisor to join our team at Gilbert and Timme, LLC. As a key member of our advisory team, 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 Team:
Our team at Gilbert and Timme, LLC is committed to delivering exceptional service to our clients. We prioritize building strong relationships with our clients and strive to understand their unique needs and goals. As a Financial Advisor, you will be part of a collaborative team that values open communication and mutual respect.
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.
Benefits:
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 highly skilled Financial Advisor to join our team at Gilbert and Timme, LLC. As a key member of our advisory team, 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 Team:
Our team at Gilbert and Timme, LLC is committed to delivering exceptional service to our clients. We prioritize building strong relationships with our clients and strive to understand their unique needs and goals. As a Financial Advisor, you will be part of a collaborative team that values open communication and mutual respect.
Responsibilities:
- Work closely with clients to understand their financial goals and develop customized plans.
- Analyze clients' financial situations and identify areas for improvement.
- Develop and implement comprehensive financial plans for clients.
- Communicate effectively with clients to understand their financial concerns and goals.
- 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.
Benefits:
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.
