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    Associate Financial Planner - St Louis, United States - Financial Planner Recruiting, LLC

    Financial Planner Recruiting, LLC
    Financial Planner Recruiting, LLC St Louis, United States

    4 weeks ago

    Default job background
    Accounting / Finance
    Description

    The Associate Planner is responsible for learning all aspects of the business while working closely with our Planners in preparation to become a Financial Planner themselves.

    Responsibilities:

    Work with our Financial Planners to prepare and update plans

    Prep for and sit in on client meetings

    Handle client requests and resolve client issues

    Create a relationship with our leads, and yours convert prospects into clients

    Keeping all client files and presentation materials updated and organized

    Maximize relationships and create referrals and referral partnerships by providing

    exceptional customer service

    Enter and update client information in our CRM database

    Complete administrative paperwork to fulfill client needs

    Learn and follow our fee planning process, strategies, and philosophies, working

    collaboratively and respectfully with other Firm Planners and team members

    Complete all assigned training and obtain the required licenses

    Support the Financial Planning Team in all capacities

    Mapped Out Growth Path

    Skills:

    Professional and caring

    Strong written and verbal communication

    Ability to work in a fast-paced, evolving environment

    Exceptional interpersonal, client service, and conflict resolution skills

    Superior organizational and follow-through skills with strong attention given to details

    and deadlines

    Team player with the ability to collaborate with others and work independently

    EDUCATION/EXPERIENCE

    3-5 years of Financial Services experience is required.

    This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire if not already licensed

    A college degree is preferred.

    A competitive benefits package includes medical, dental, and vision insurance, employer-paid life insurance, voluntary life insurance, short—and long-term disability insurance, several other ancillary benefits, a 401k + 3% employer contribution (after 1 year), and paid time off.

    Compensation starts at $60k

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