Financial Planner Job at Madison Professional Group, Reno, NV

dHNEaGZ4N2JGNmRSU0RpQkhnRmliYUoxaFE9PQ==
  • Madison Professional Group
  • Reno, NV

Job Description

Our client is a national leader in the broker-dealer space, known for their investment in their employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Financial Planner in the Reno, NV area.

While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Reno, NV area.

Financial Planner Specifics:

The Financial Planner will be working alongside supporting a million-dollar producing Senior Advisor with his practice in branch to support the needs of the clients. By applying your knowledge and relationship-building skills, you'll effectively profile clients, navigate our guidance tools, and facilitate detailed discussions on planning concepts. This collaborative approach will uncover additional planning opportunities, enabling you to partner in developing comprehensive solutions. Your contributions will directly impact client satisfaction and business growth, ensuring fulfilling interactions daily.

  • In-depth understanding of financial planning concepts to craft effective strategies for clients and their families
  • Proficiency in profiling to discern planning needs and propose suitable solutions.
  • Demonstrated commitment to building lasting client relationships and advocating for their interests.
  • Driven by success, taking ownership of tasks, and dedicated to achieving meaningful goals.
  • Comfortable engaging in outbound telephone outreach to educate clients and identify opportunities for added value in their financial journey.

Financial Planner Qualifications:

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Financial services experience preferably in financial planning.
  • 2-3 years' experience managing a book of business or supporting multiple advisors with their practices or books.
  • Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Join our client's team and become part of a dynamic environment where your contributions make a meaningful impact on clients' financial well-being. Experience rewarding interactions with clients while working alongside experienced advisors to help them achieve their goals.

Job Tags

Similar Jobs

Pivot Design

Associate Creative Director, Copy Job at Pivot Design

Pivot Design is a strategic creative agency with a unique vision for what healthcare brands should be. We believe that now more than ever, healthcare needs soulconnection, authenticity, and meaning. We leverage the power of design to make health more compelling and change...

Midwest Logistic Systems

Midwest Logistics Systems Dedicated truck driver Job at Midwest Logistic Systems

Have a predictable daily home time work schedule. Drive the same out-and-back dedicated route and work with the same customers every day. Haul automotive parts in dry van trailers with newer trucks. Haul no-touch, mostly drop-and-hook freight. Work with onsite...

Adelphi Staffing

Emergency Medicine Physician Job at Adelphi Staffing

 ...JOB OVERVIEW Job Title: Emergency Medicine Physician Job Type: Permanent Full-Time Location: Harrisburg, PA (UPMC Community Osteopathic...  ...Performance and quality-based incentives Relocation Assistance: Available Student Loan Repayment: May be offered... 

Digital Edge Consultants Inc.

Senior Analyst Job at Digital Edge Consultants Inc.

 ...working within large organizations, ensuring compliance with accessibility standards, and driving initiatives that promote inclusive digital experiences. Key Responsibilities: Develop, implement, and maintain a comprehensive accessibility framework aligned with... 

Matagorda Regional Medical Center

PHLEBOTOMIST (FT/PRN) Job at Matagorda Regional Medical Center

 ...requisitions and specimen site batches, maintain a clean, well-stocked phlebotomy room; enter test information into the computer and search...  ...specified. Prefer completion of a specialized phlebotomy training program.LICENSURE/CERTIFICATION/REGISTRY:Phlebotomy Technician...