Senior Financial Planner for Educators
Educators Financial Group
Join Educators Financial Group as a Senior Financial Planner, specializing in personalized financial strategies for education members. Enjoy a remote work environment with competitive pay and benefits. This role is designed for a seasoned financial expert dedicated to building client relationships within the education community. You will leverage your skills in investment planning and develop tailored financial solutions. With a focus on professional growth, the position enables you to work closely with clients in Kingston and surrounding areas. Key Responsibilities:
- Build and maintain strong relationships with clients
- Achieve sales goals through effective planning
- Monitor performance and adjust strategies as needed
- Utilize technology for client insights and records
- Conduct financial planning presentations and workshops
- Current CFP designation required
- Minimum 7 years in investment sales/financial planning
- Strong interpersonal skills for client management
- Advanced computer literacy and numerical skills
- Ability to self-manage and prioritize work effectively
Vacancy posted 14 hours ago
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