Financial Planner

Employer
Kanner Financial Services LLC
Location
North Haven
Salary
Competitive
Posted
Feb 02, 2018
Closes
Feb 14, 2018
Industry
Banking
Employer Type
Direct Employer
Employment Type
Permanent
Hours
Full Time
Job Description

We are seeking a Financial Planner to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

???Qualifications:

  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
  • Bachelors degree or higher
  • Series 65 will be required within 30 days of joining firm

Prefer CFP or ChFC professionals -

We are a fee-based RIA and your compensation will be based on the business you generate.

We do not use commission based products.