Financial Planner - CFP Job
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Employer:
SpiderID: 13722945
Location: Tucson, Arizona
Posted: 4/15/2024
Wage:
Priority Review Date: 5/15/2024
Job Code / NOC / SOC:
Category: Finance/Investment
Job Description:
Hi,
I have a position with one of our client.It's a full-time job opportunity If interested please share your resume at [email protected] to discuss further.
Role: Financial Planner - CFP
Location: Tucson, AZ
Job Type : Fulltime, Onsite
Job Description:
CFP®, Series 6, 7 and 66 (63/65) – must be current.
Actively licensed in AZ for Health, Life, and Disability insurance.
Clean U4 history.
Experience with MS Office, CRM systems, Financial Planning software.
Organized, detail oriented, exceptional follow-up and follow-through skills.
Ability to make personal connections, engage and educate clients, ask open-ended questions, and have active listening skills.
Meet with clients and prospects to understand their current circumstances and goals.
Develop and present a plan to help optimize their current financial situation.
Implement the financial plan once put into place and adjust over time as needed.
Analyze the information presented by the client or prospect to determine how we may be able to help.
I have a position with one of our client.It's a full-time job opportunity If interested please share your resume at [email protected] to discuss further.
Role: Financial Planner - CFP
Location: Tucson, AZ
Job Type : Fulltime, Onsite
Job Description:
CFP®, Series 6, 7 and 66 (63/65) – must be current.
Actively licensed in AZ for Health, Life, and Disability insurance.
Clean U4 history.
Experience with MS Office, CRM systems, Financial Planning software.
Organized, detail oriented, exceptional follow-up and follow-through skills.
Ability to make personal connections, engage and educate clients, ask open-ended questions, and have active listening skills.
Meet with clients and prospects to understand their current circumstances and goals.
Develop and present a plan to help optimize their current financial situation.
Implement the financial plan once put into place and adjust over time as needed.
Analyze the information presented by the client or prospect to determine how we may be able to help.
Job Requirements:
Financial , CFP , Series 6, 7 and 66 (63/65) , CRM systems
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Experience:
Education:
Travel: None
Vacation:
Contact Information:
| Contact Name: Sara | Type: |
| Company: |