Pro Financial Health works to educate people about recent news relating to retirement, healthcare, and personal finance. We are capable of putting the provocative resources together through careful analysis of the recent trends and strategies in financial wellness.
Job Brief
Pro Financial Health is currently on the search for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management.
Responsibilities
Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
Examine and suggest financial opportunities (e.g. insurance plans, investments)
Develop sound plans and budgets for clients
Customize financial plans according to clients’ changing needs
Help clients implement their plans and carry out transactions
Present and sell suitable financial products and services
Find and approach prospective clients
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, practices and financial products
Requirements
Proven experience as financial planner or similar role; experience in sales or customer service is an asset
Ability to analyze financial information and comply with regulations
Proficiency in MS Office and CRM systems
Attention to detail and strong math skills
Strong ethics, with a customer-oriented attitude
Outstanding communication skills, with the ability to foster long-term relationships
Valid professional license (e.g. Series 7 & 66)
BSc/BA in accounting, finance.
Bonus Points
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Health insurance
Parental leave
Tuition reimbursement
Vision insurance
Compensation: From $30.44 to $45.12 per hour
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
E-Learning Providers
Referrals increase your chances of interviewing at Pro Financial Health by 2x