Financial Planner – Retail
Location
United States + 1 moreAll locations: United States, United Kingdom
Posted
7 days ago
Salary
$87.4K - $123.4K / year
Seniority
Senior
Job Description
Job Requirements
- Bachelor's degree or an equivalent combination of education and professional work experience. MBA preferred
- CFP required
- FINRA Series 7, 63, 65 registrations required
- FINRA fingerprinting required
- 3+ years’ experience in financial services or 401k industry
- 2 years minimum financial planning experience required
- Demonstrated ability to create and present comprehensive financial plans one-on-one with clients
- Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc)
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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