Financial Planner - Entry Level
$62,000–$87,000 year
On-siteJackson, Mississippi, United States
Job Summary
Engage with clients to understand their financial goals, aspirations, and concerns. Develop comprehensive financial plans covering investments, insurance, and retirement. Recommend and implement insurance strategies to protect assets and income. Monitor client plans regularly, providing updates and adjusting strategies as needed. 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 available training and sponsorship. This entry-level role offers a competitive compensation structure with no ceiling, performance-based bonuses, and flexible scheduling within a Fortune 500 team dedicated to helping individuals achieve financial security.
Required Qualifications
- Bachelor's degree in finance, business, or a related field
- 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
- Previous experience in financial services
- Previous experience in insurance
- Previous experience in business development
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