Financial Planning Advisor: End-to-End Guidance

Gamma Phi Omega International; Smithfield (RI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Continuous training and development

Job summary

Gamma Phi Omega International seeks a Financial Planning Consultant in Smithfield, RI to deliver personalized financial planning and integrated solutions for clients.

The ideal candidate will have a strong background in financial services, excellent communication skills, and relevant certifications. This role is pivotal in supporting clients with varying financial needs through effective consultation and planning.

Qualifications

• Minimum of 5 years of financial services experience.
• Ability to manage time and workflow effectively.
• Experience engaging clients virtually.

Responsibilities

• Deliver personalized financial planning solutions.
• Engage clients in consultative conversations.
• Strengthen relationships through high-quality guidance.

Skills

Strong communication skills

Practice Management

Digital planning tools

Education

FINRA Series 7

FINRA Series 63 and 65 or Series 66

Certified Financial Planner (CFP)

Job description

Gamma Phi Omega International seeks a Financial Planning Consultant in Smithfield, RI to deliver personalized financial planning and integrated solutions for clients.

The ideal candidate will have a strong background in financial services, excellent communication skills, and relevant certifications. This role is pivotal in supporting clients with varying financial needs through effective consultation and planning.