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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.


  • 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)

  • 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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