Senior Market Financial Planner for Estate and Retirement Planning

Are you an experienced financial professional looking for a rewarding opportunity to make a significant impact on the lives of retirees? Join our team with over 40 years of expertise in Estate Planning and Retirement Services. We're seeking a Senior Financial Planner to provide top-notch financial guidance to our clients as they navigate their retirement years.

Responsibilities:

• Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals
• Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies
• Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans
• Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process
• Stay up-to-date with industry trends, regulations, and market developments to ensure you provide the best possible advice to clients
  
  

If you're ready to leverage your financial planning experience and help retirees make the most of their retirement years, we'd love to hear from you. Join our team and be a part of our legacy of excellence in Estate Planning and Retirement Services. Apply now to embark on a fulfilling career journey with us.

Requirements

Requirements:

Here are the qualifications we are seeking in our ideal candidate:

• Minimum of 5 years of experience in financial planning or a related field
• Active Series 7 & 66 or Series 65 or ChFC Equivalent: You must have one of these licenses or designations, demonstrating your proficiency in financial services
• Clean U4 (if currently registered): If you are currently registered in the financial industry, a clean U4 record is required
• Strong background in retirement planning and a proven track record of successfully assisting clients with their retirement needs
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in an understandable manner
• A client-focused approach and a genuine desire to help retirees achieve their financial goals
• Ability to work collaboratively within a team environment
• Travel Flexibility: Be willing to travel to meet with qualified clients, with occasional overnight stays as needed
  
  
  

Benefits

As a Senior Market Financial Planner with us, you will enjoy the following benefits:

• Lucrative Earning Potential: You can expect a 6-figure income in your first year, thanks to our generous commission structure and a steady stream of qualified clients
• Access to a wide range of Senior Market sales opportunities based on your expertise and experience
• Support from appointment setters who connect you with qualified clients
• Dedicated case managers to assist in plan creation and paperwork management
• Ongoing professional development and training to keep you at the forefront of industry trends
• Opportunity to make a positive impact on the lives of retirees and their families
• Top Carrier Products: Access to a wide range of high-quality financial products that cater to the unique needs of our existing client base throughout their retirement years