Financial Planner / Jr. Financial Planner Job at GrowthWise Search Partners
Recent CFP and ready for a place to call home?
This is YOUR opportunity to grow your career in Financial Advisory alongside a supportive team where you have a career roadmap, strong mentorship and qualified leads to set you up for success.
Join as our next Financial Planner. This opportunity is a newly created role as a result of company expansion.
As our newest Financial Planner:
In your first year, your work will include a combination of receiving mentoring and training to learn industry operations, developing your skills through servicing customers, prospecting qualified leads alongside the team, and participation in financial planning preparation and financial planning meetings. Our team will support you every step of the way.
Once you are fully assimilated into the role and set up for success, you will:
This role is exempt, salaried. Compensation target $80,000 OTE in the first year, and presents significant upward growth potential as you grow your book of business. Plus profit share options.
We offer medical insurance options with employer contribution, sick leave, competitive paid time off, 401(k) with profit sharing and eligibility for annual bonuses. You will also receive ongoing professional education in support of your professional development and ongoing CFP licensing.
Please Note :
blog.nvalabs.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, blog.nvalabs.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.
This is YOUR opportunity to grow your career in Financial Advisory alongside a supportive team where you have a career roadmap, strong mentorship and qualified leads to set you up for success.
Join as our next Financial Planner. This opportunity is a newly created role as a result of company expansion.
As our newest Financial Planner:
In your first year, your work will include a combination of receiving mentoring and training to learn industry operations, developing your skills through servicing customers, prospecting qualified leads alongside the team, and participation in financial planning preparation and financial planning meetings. Our team will support you every step of the way.
Once you are fully assimilated into the role and set up for success, you will:
- Prospect existing leads that come through our financial network, lining up client meetings to grow a book of business
- Lead financial planning review meetings with clients
- Navigate, enter data, and run reports in CRM (Redtail) and LPL Financial ClientWorks systems
- Positive attitude that aligns with our mission statement of helping our clients live their life abundantly
- Ability to report in office 100% in Roseville, California with weekly day trips to Chico, CA
- You are a licensed Certified Financial Planner (CFP) or actively obtaining CFP license
- Prior experience in a financial advisory or junior advisor role
- Prior experience in a customer success associate / paraplanner role
- Desire for upward growth, both with your career trajectory and financially
This role is exempt, salaried. Compensation target $80,000 OTE in the first year, and presents significant upward growth potential as you grow your book of business. Plus profit share options.
We offer medical insurance options with employer contribution, sick leave, competitive paid time off, 401(k) with profit sharing and eligibility for annual bonuses. You will also receive ongoing professional education in support of your professional development and ongoing CFP licensing.
Please Note :
blog.nvalabs.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, blog.nvalabs.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.