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

Requirements:

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

Leverage your expertise to drive financial success for clients at Educators Financial Group. #J-18808-Ljbffr

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Vacancy posted -125

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