Financial Planning Advisor

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

Job summary

Jobtailor in Missouri is seeking a client-focused financial professional to design personalized financial plans, including investments, insurance, and retirement strategies. You will engage with clients to understand their goals and build tailored roadmaps.

You will provide ongoing monitoring, adjust strategies as markets change, and grow your client base through referrals and community involvement. Licenses sponsorship is available.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.
• Obtain necessary licenses (Series 6, 63, and state insurance licenses) with training and sponsorship available.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication

Analytical thinking

Relationship building

Education

Bachelor's degree preferred

Job description

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans that include investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
• Build and maintain a network of clients through referrals, community involvement, and professional associations

Requirements

• A bachelor's degree is preferred
• Previous experience in financial services, insurance or business development is beneficial but not required
• Strong interpersonal and communication skills
• Analytical thinking
• Ability to build trust and rapport with clients
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Core Competencies

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to build trust and rapport. Proficient in monitoring and adjusting financial strategies to align with clients' evolving goals and circumstances.

Highest-signal resume keywords

• Financial Planning
• Insurance Strategies
• Client Engagement
• Analytical Thinking
• Interpersonal Skills

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Investment Planning
• Retirement Planning
• Insurance Knowledge
• Client Monitoring

Soft Skills

• Communication Skills
• Trust Building
• Rapport Development

Certifications & Qualifications

• Series 6 License
• Series 63 License
• State Insurance License

Industry Keywords

• Financial Services
• Business Development
• Client Referrals
• Professional Associations