Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture as a Financial Planner. Focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.
Requirements
- 3 years of experience in financial planning and investment sales
- Mutual funds certified professional (MFDA licensing requirements)
- Personal Financial Planning (PFP®) designation and/or Certified Financial Planner (CFP®) designation
- Proven networking, client acquisition, and interpersonal skills
- Valid driver’s license and access to a vehicle
Benefits
- Entrepreneurial culture
- Fast-paced, flexible work environment
- Compensation structure that rewards growing and maintaining client base
- Access to leading-edge resources
- Opportunity to build long-lasting client relationships
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