Senior Market Financial Planner for Retirement Planning-No Prospecting

Are you a seasoned financial expert eager to seize a fulfilling opportunity that truly transforms the lives of retirees? Become a vital member of our team, which boasts over 40 years of proficiency in Estate Planning and Retirement Services. We are on the lookout for a Senior Financial Planner to deliver exceptional financial guidance as our clients embark on their retirement journeys.

Responsibilities:

• Leverage your rich financial planning expertise to assist clients in crafting comprehensive retirement plans that align with their unique needs and aspirations
• Engage with our loyal clientele who have invested in Estate Planning services, helping them refine and enhance their retirement strategies
• Cooperate with appointment setters to connect with qualified clients eager to explore their retirement plans
• Collaborate with case managers to create personalized financial solutions and oversee the essential paperwork process
• Stay informed about industry trends, regulations, and market shifts to ensure you provide your clients with the highest standard of advice
  
  

If you're ready to apply your financial planning acumen and support retirees in maximizing their golden years, we can't wait to hear from you. Join our esteemed team and continue our commitment to excellence in Estate Planning and Retirement Services. Apply today to start a rewarding career 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