Financial Planner
Job DescriptionJob Description
We are seeking a Financial Planner to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Discuss retirement planning strategies and related tax savings with potential clients
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various retirement plans, annuities, and other financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Qualifications:
- Series 65 license
- Active insurance license
- Previous experience in banking, financing, or other related fields
- CFP or CPA / PFS preferred
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
- Insurance license preferred but not required
Company DescriptionEmbark Wealth Management is an investment advisory firm that provides financial and retirement planning to small business owners. We receive a very large number of referrals from our sister company, which provides tax and accounting services to these clients. We assist the clients' tax advisors by setting the clients up with retirement plans, annuities, health insurance and other investment accounts to help the clients achieve their long-term financial goals.Company DescriptionEmbark Wealth Management is an investment advisory firm that provides financial and retirement planning to small business owners. We receive a very large number of referrals from our sister company, which provides tax and accounting services to these clients. We assist the clients' tax advisors by setting the clients up with retirement plans, annuities, health insurance and other investment accounts to help the clients achieve their long-term financial goals.]]>