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Certified Financial Planner - job 1 of 3

The Financial Planner position offers a competitive salary, a full range of benefits, and a management team who believes in and invests in their people. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the support staff to focus on your clients this opportunity is for you.Requirements:• 3+ years in financial service• Bachelor’s degree in Business, Accounting, or Finance or relevant field preferred• Certified Financial Planner, Series 65, or willingness to acquire• Self-starter and strong business development mentality to work independently• Must have a proven track recordKey Qualities:• Reliable• Goal-oriented• Self-directed• Collaborative/Team-oriented• Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory• Strong analytical skills• Comfortable making presentations and telephone conversations• Passion for the customer experience and being part of a team• Dedicated to pursuing a career in the financial services industryTo find out more about this position, please do not hesitate to reach out to:Sydney Aucoin via sydney.aucoin@gogpac.com
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$104000 / ANNUAL (est.)
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$93K
$115K

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Full-time, on-site
DATE POSTED
September 4, 2024

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