Remote Financial Planning Specialist & Client Advisor

Barnum Financial Group; Florida; Remote; USD 70,000 - 110,000; Full time

Job summary

Barnum Financial Group is seeking a Financial Planning Consultant to join our planning team full-time with remote work flexibility. This is a client-facing role focused on learning the business the right way by working with experienced planners, preparing for meetings, and building detailed financial plans.

You will not prospect for new clients; instead you will support meetings, use financial calculators and Excel for analysis, and help clients understand recommendations.

Qualifications

• Desire to become a top-tier financial planner
• Non-sales channel focus and consultative mindset
• Strong written and oral communication abilities

Responsibilities

• Prepare for client meetings
• Use financial calculators and Excel for detailed planning
• Research planning, insurance and investment questions and develop solutions
• Help create and update financial plans
• Review client data, statements, taxes and documents
• Prepare follow-up items after meetings
• Draft client communications
• Coordinate with team to complete tasks accurately and on time

Skills

Communication

Influencing skills

Financial planning

Excel

Tools

Excel

Job description

Barnum Financial Group is seeking a Financial Planning Consultant to join our planning team full-time with remote work flexibility. This is a client-facing role focused on learning the business the right way by working with experienced planners, preparing for meetings, and building detailed financial plans.

You will not prospect for new clients; instead you will support meetings, use financial calculators and Excel for analysis, and help clients understand recommendations.