Retirement Planning Advisor

TruNorth Advisors, LLC; Charlotte (NC); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical & dental benefits

Retirement plan

Holidays off

Paid vacation

Job summary

TruNorth Advisors, LLC seeks a Financial Advisor to build holistic financial plans for clients and meet weekly to review progress. The role emphasizes attentiveness, organization, and customer service excellence within a growing team.

The candidate should hold Life/Health licenses, Series 65/66 and CFP or be pursuing the CFP within 12 months, with a commitment to delivering superior client service and accurate financial planning.

Qualifications

• Hold licenses in health and life insurances, Series 65 or 66, and CFP or pursuing CFP within 12 months.
• Strong reporting and financial plan building.
• Excellent rapport with clients and coworkers.
• Ability to work independently with good time management and critical thinking.
• Excellent written and oral communications.
• Superior client relations skills.
• Proficiency in Microsoft Office Suite.
• Ability to handle inbound calls with ease and confidence.
• Excellent organizational skills.
• Willingness to learn new programs.

Responsibilities

• Work with high net worth clients to ensure retirement is on track.
• Build financial reporting models to gauge performance and investment strategies.
• Meet face to face with clients in-office or via Zoom.
• Listen to client needs and respond promptly on behalf of the team.
• Be a high performer motivated to grow with a rapidly expanding company.

Skills

Licensing & CFP readiness

Financial planning

Client relations

Time management

Communication

Microsoft Office

Education

CFP designation in progress

Tools

Microsoft Office

Job description

TruNorth Advisors, LLC seeks a Financial Advisor to build holistic financial plans for clients and meet weekly to review progress. The role emphasizes attentiveness, organization, and customer service excellence within a growing team.

The candidate should hold Life/Health licenses, Series 65/66 and CFP or be pursuing the CFP within 12 months, with a commitment to delivering superior client service and accurate financial planning.