Are you an experienced financial professional looking for a rewarding opportunity to make a significant impact on the lives of retirees? Join our team with over 40 years of expertise in Estate Planning and Retirement Services. We're seeking a Senior Financial Planner to provide top-notch financial guidance to our clients as they navigate their retirement years.

Responsibilities:

• Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
• Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
• Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
• Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
• Stay up-to-date with industry trends, regulations, and market developments to ensure you provide the best possible advice to clients.

Requirements

Requirements:

Here are the qualifications we are seeking in our ideal candidate:

• Minimum of 5 years of experience in financial planning or a related field.
• Active Series 7 & 66 or Series 65 or ChFC Equivalent: You must have one of these licenses or designations, demonstrating your proficiency in financial services.
• Clean U4 (if currently registered): If you are currently registered in the financial industry, a clean U4 record is required.
• Strong background in retirement planning and a proven track record of successfully assisting clients with their retirement needs.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in an understandable manner.
• A client-focused approach and a genuine desire to help retirees achieve their financial goals.
• Ability to work collaboratively within a team environment.
• Travel Flexibility: Be willing to travel to meet with qualified clients, with occasional overnight stays as needed.

Benefits

As a Senior Market Financial Planner with us, you will enjoy the following benefits:

• Lucrative Earning Potential: You can expect a 6-figure income in your first year, thanks to our generous commission structure and a steady stream of qualified clients.
• Access to a wide range of Senior Market sales opportunities based on your expertise and experience.
• Support from appointment setters who connect you with qualified clients.
• Dedicated case managers to assist in plan creation and paperwork management.
• Ongoing professional development and training to keep you at the forefront of industry trends.
• Opportunity to make a positive impact on the lives of retirees and their families.
• Top Carrier Products: Access to a wide range of high-quality financial products that cater to the unique needs of our existing client base throughout their retirement years.