Experienced Financial Planner (44861)

The Palmer Group

Accounting, Finance | Full Time | Onsite | Des Moines

Posted: 5/24/24

Job Description

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

Deadline to Apply 6/15/24

Address

About the Company

Founded with the mission of becoming a premier employment agency, Palmer Group cultivates strong relationships with top companies and top talent to locate, educate, and place candidates in rewarding positions. We provide temporary and contract staffing, direct-hire placement solutions as well as other employment services that can help you find success.

Travel Required

Resume Required

Yes

Contact Person

Palmer Group

Deadline to Apply 6/15/24

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