Client-Focused Financial Planner

Jobtailor; Troy (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a Financial Planner/Advisor to engage with clients, understand their goals, and craft comprehensive financial plans covering investments, insurance, and retirement. You will recommend insurance strategies, monitor plans, and adjust as needed while building a client network through referrals and community involvement.

Ideal candidates have a strong sense of analytics and interpersonal skills, with a Bachelor's degree preferred.

Qualifications

• Bachelor's degree strongly preferred or military equivalent.
• Experience in financial services or business development beneficial but not required.
• Willing to obtain necessary licenses; sponsorship/training provided.

Responsibilities

• Engage with clients to understand their financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide updates, adjusting strategies as needed.
• Build and maintain a client network through referrals and community involvement.

Skills

Financial Planning

Client Engagement

Insurance Strategies

Analytical Thinking

Interpersonal Skills

Education

Bachelor's Degree strongly preferred or military equivalent

Job description

Jobtailor is seeking a Financial Planner/Advisor to engage with clients, understand their goals, and craft comprehensive financial plans covering investments, insurance, and retirement. You will recommend insurance strategies, monitor plans, and adjust as needed while building a client network through referrals and community involvement.

Ideal candidates have a strong sense of analytics and interpersonal skills, with a Bachelor's degree preferred.