On-Site Financial Advisor - Wealth & Retirement Planning

Peak Planning Group; Raleigh (NC); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Salary negotiable

Résumé du poste

Peak Planning Group, LLC in Raleigh, NC seeks a full-time Financial Advisor to work on-site with clients to build tailored financial plans. You will advise on retirement strategies, investments, and overall financial planning while monitoring portfolios and presenting clear proposals.

Maintaining compliant records and collaborating with the team are essential. Ideal candidates have strong financial planning and advisory experience, solid communication skills, and a bachelor’s degree in

Qualifications

• Strong financial planning and finance skills to analyze client situations and design comprehensive strategies.
• Experience with retirement planning and investments to guide clients toward long-term security.

Responsabilités

• Meet with clients regularly to assess financial goals and tailor plans.
• Develop tailored financial plans including retirement strategies and investments.
• Monitor portfolios and make recommendations based on market conditions.
• Prepare and present clear proposals and maintain documentation.
• Ensure compliance with regulatory and firm standards.
• Collaborate with internal teams and support client education and outreach.
• Foster long-term client relationships built on trust and transparency.

Connaissances

Financial Planning

Retirement Planning

Investments

Client Relationship Management

Regulatory Compliance

Communication Skills

Formation

Bachelor’s degree in Finance, Economics, Business

CFP® or ChFC certification beneficial

Description du poste

Peak Planning Group, LLC in Raleigh, NC seeks a full-time Financial Advisor to work on-site with clients to build tailored financial plans. You will advise on retirement strategies, investments, and overall financial planning while monitoring portfolios and presenting clear proposals.

Maintaining compliant records and collaborating with the team are essential. Ideal candidates have strong financial planning and advisory experience, solid communication skills, and a bachelor’s degree in