Financial Planner
Location
United States
Posted
15 days ago
Salary
$87.4K - $123.4K / year
Job Description
Job Requirements
- Bachelor’s degree or equivalent combination of education and professional work experience (MBA preferred)
- Certified Financial Planner (CFP) certification required
- FINRA Series 7, 63, and 65 registrations required
- Life insurance license required (must be obtained within corporate-established timelines)
- FINRA fingerprinting required
- Minimum 3 years of experience in financial services or the 401(k) industry
- At least 2 years of direct experience in financial planning
- Demonstrated ability to assess a client’s complete financial picture across investments, insurance, tax planning, education savings, and estate considerations.
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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