Experienced Financial Planner

Our successful and growing client is seeking an Experienced Financial Planner to join their organization. This is an exciting opportunity if you have an existing book of business and want to join a team of employees who can help support your clients behind the scenes so you can focus on what you do best. If you love financial planning but don’t want to have the challenges that come with being a business owner, this could be the perfect next move for you; apply today! 

Responsibilities:

• Manage existing book of business, as well as continue to grow client base 
• Advise clients on the current status of account trades and transfers
• Maintain client account documentation
• Open and monitor client accounts
• Perform other business functions as assigned

Requirements:

• Fully licensed Financial Planner with 3-5+ years of experience 
• Existing book of business, with interest in joining a growing firm 
• Investment and insurance experience
• Excellent verbal and written communications
• Ability to work efficiently, set priorities, and stay organized
• Team player and can-do attitude
• Ability to maintain client confidentiality

Work Model: 

• On-site 

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.

Ref: JOB-44861