Financial Planner

We're looking for a dedicated Financial Planner to serve as the primary advisor for 60-100 clients, delivering comprehensive financial guidance across cash flow, tax, retirement, estate, insurance, and investment planning. In this role, you'll help clients become responsible stewards of their resources while also contributing to business development and client retention. Join a company known for its great culture, where collaboration and growth are encouraged, and where your expertise will make a meaningful impact. Apply today!

Work model :

On-Site

What you will do :

• Lead client meetings with support from an Associate Planner
• Develop, update, and communicate personalized financial plans
• Identify and address gaps between client goals and current strategies
• Educate clients on financial and investment concepts
• Respond to client inquiries and provide ongoing support
• Build and maintain strong client relationships
• Generate new business opportunities
• Manage multiple projects and meet deadlines
• Deliver exceptional client service

What you will need to be successful :

• Bachelor's degree and 5+ years of experience in a financial-related field
• CFP® certification or active pursuit of CFP designation

Benefits overview :

• Health, dental, and vision insurance
• PTO
• 401k

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.