Financial Planner (L3) The Planning Group
Company: Kestra Financial Independent Advisor
Location: Battle Creek
Posted on: January 26, 2023
Job Description:
The primary function of the Financial Planner is to serveas the
main contact for customer relationship management. TPG takes pride
in high quality service and the Financial Planner will be
responsible for managing existing client relationships and needs
regarding financial planning, case design, asset alloction, and
investment reviews. This position requires a strong understanding
of the financial services industry and is critical in handling
day-to-day client management as well as providing support to the
firm's Senior Financial Planners. Salary is commensurate with
experience, competitive benefits and room for advancement.
Requirements
- Gain a deep understanding of our clients' unique needs and
aspirations to confidently advise them on their personal goals by
developing and implementing a financial plan
- Discuss and explain investment strategies, asset allocation,
investment performance, retirement and other projections with our
clients
- Build and deepen your knowledge and skillset by maintaining an
in-depth understanding of financial markets and planning
solutions
- Provide clients with operational/coaching support for specific
financial-related questions
- Active engagement in marketing efforts on behalf of the firm
(not required to build own book of business)
- Commitment to TPG's team, ensemble approach and client-centric
culture
- Continue to develop your craft of financial planning
Basic Qualifications:
- Bachelor's degree in financial planning, finance, accounting,
or related field
- Minimum 3 years of experience in the financial services
industry
- In-depth knowledge of financial planning concepts and financial
markets
- Series 7 preferred, Series 63 and 65, or 66 preferred (or
ability to obtain)
- Highest degree of integrity and ethics
- Strong written, verbal, and interpersonal communication
skills
- Self-starter, problem solver and a goal-oriented team player
with strong work ethic
- Ability to work independently and perform multiple tasks
efficiently
- Ability to manage and oversee staff
- Strong working knowledge of Microsoft Excel and Word
Ideal Qualifications:
- CFP or CPA strongly preferred (or ability to obtain or be on
the CFP track)
Benefits:
- Competitive salary, bonus, and vacation/sick pay policy
package
- 401(k) with company match and profit-sharing
- Work remote one day per week, if desired
- Comprehensive health, vision, dental, LTD and life insurance
benefits
- 100% of base benefits paid by TPG for employees
- Great opportunity for advancement along the TPG career
track
Keywords: Kestra Financial Independent Advisor, Battle Creek , Financial Planner (L3) The Planning Group, Other , Battle Creek, Michigan
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