Financial Planner Career Changer Opportunity
$500,000–$500,000 year
On-siteTacoma, Washington, United States
Tacoma, Washington, United StatesOn-siteFull Time$500,000–$500,000 yearSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Engage with clients to understand their financial goals, aspirations, and concerns. Develop comprehensive financial plans covering investments, insurance, retirement, tax, estate, and business planning. Monitor client financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Build and maintain a network of clients through referrals, community involvement, and professional associations. Obtain necessary licenses such as Series 6, 63, and state insurance licenses with training and sponsorship available.
Required Qualifications
- Bachelor's Degree
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Series 6 license
- Series 63 license
- State insurance license
Desired Qualifications
- Military equivalent to Bachelor's Degree
- Previous experience in financial services
- Previous experience in insurance
- Previous experience in business development
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