Investment Planner Professional
2 weeks ago
At Disability Solutions, we're seeking a skilled Financial Planner to join our team. This role is ideal for someone looking to develop and expand their financial planning skills while working with senior team members.
Responsibilities:
- Prepare comprehensive financial plans for clients, including projections and recommendations.
- Collaborate with cross-functional teams to deliver high-quality client experiences.
- Present complex financial information to clients in a clear and concise manner.
Requirements:
- Bachelor's degree in finance, accounting, or a related field.
- 2+ years of experience in financial planning, preferably in the investment industry.
- Certified Financial Planner (CFP) designation or near completion.
What We Offer:
- A competitive salary of $60,000 - $80,000 per year, based on experience.
- A comprehensive benefits package, including health, dental, and vision insurance.
- Ongoing training and professional development opportunities.
About Us:
We're a leading provider of disability solutions, dedicated to helping individuals and families achieve financial security. Our team is passionate about delivering exceptional service and making a positive impact in our community.
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