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Financial Planner

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Elite Partners
πŸ“ United States, United States
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Location United States
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Posted June 19, 2026
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Commute Local Area
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Job Description

We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$65,000 - $85,000 at plan commission


Responsibilities:
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strate...

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πŸ“ Location Details

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City
United States
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Country
United States
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Commute
Local Area

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