What are the responsibilities and job description for the Financial Planner Insurance position at PHP Financial Services?
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:
$85,000 - $175,000 yearly
Responsibilities:- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- 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
- Serve as a collaborative team player willing to further development through continued training opportunities
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do. We believe that relationships are the foundation of success; therefore, we foster connections that go beyond transactions, empowering our team to grow not only as professionals but as leaders in every aspect of their lives. Together, we create a supportive community that values high standards and encourages personal and professional development, ensuring that every member thrives on their journey.
Salary : $85,000 - $175,000
