This listing was posted on Claz.
Lead Advisor - Financial Planner
Location:
Cincinnati, OH
Description:
Career Opportunity Lead Advisor - Financial Planner Cincinnati, OH Do you thrive in the world of Investments and Financial Planning? Looking for the satisfaction of allowing your clients to secure their future? Ready to be a leader in your firm and share your experience with others? Wealth Planning Corporation prides itself on the trust we continue to earn from our clients. We re growing and are looking for a Lead Advisor Financial Planner to serve our team and our clients as a steward of that trust. We strive to build meaningful long term relationships and empower our clients to make sound lifetime financial decisions. The Lead Advisor Financial Planner will provide a high level of support to the daily and long term strategic activities of the firm, including actively engaging with clients and new business development. Bring your exceptional integrity, ability to build and establish trust, and your ability to run all stages of the financial planning process, and: Minimum of 5-7 years experience financial planning and business development Bachelor s Degree from an accredited college or university CFP (required) Ability to run all stages of Financial Planning process Existing Book of transferable business highly desirable. Ability to consistently secure new business Experience with Tamarac, Junxure or other CRM Software, Morningstar, and Portfolio Center 5, strongly preferred Strong Proficiency with Word, Excel, PowerPoint, Outlook Self-starter, takes initiative, thinks strategically Detail-oriented, accurate, organized, able to set priorities Strong written and verbal communication skills Team player, collaborative and able to work with and through others Desire/ability to work successfully in a small company environment The goal of Wealth Planning Corporation is quality, custom advice, exceptional service and follow through to every client encounter. We look to earn our clients trust and confidence, Today Tomorrow Together. Visit www.wealthp.com to learn more about us. If you are a person of integrity, that is trustworthy and passionate about service to others, visit http://bit.ly/WPLAFPNET to submit your resume and salary requirements, or email your resume and salary requirements to job+XXXX@strategicHRinc.com. Employer is EOE/M/F/D/V. Please, no phone calls or third party candidates.
Posted:
December 26 2023 on Claz
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More About this Listing: Lead Advisor - Financial Planner
Lead Advisor - Financial Planner is a Accounting & Finance Lead Advisor - Financial Job located in Cincinnati OH. Find other listings like Lead Advisor - Financial Planner by searching Oodle for Accounting & Finance Lead Advisor - Financial Jobs.
Lead Advisor - Financial Planner is a Accounting & Finance Lead Advisor - Financial Job located in Cincinnati OH. Find other listings like Lead Advisor - Financial Planner by searching Oodle for Accounting & Finance Lead Advisor - Financial Jobs.