Financial Planner
Financial Planner
Pro Financial Health
Gilbert, AZ
See who Pro Financial Health has hired for this role
About Us
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
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
- 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.
- 401(k) matching
- AD&D insurance
- Dental insurance
- Disability insurance
- Health insurance
- Parental leave
- Tuition reimbursement
- Vision insurance
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance -
Industries
E-Learning Providers
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