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Entry Level Financial Planner

Davis Family Financial, LLC

Entry Level Financial Planner

Phoenix, AZ
Full Time
Paid
  • Responsibilities

    Are you passionate about helping individuals plan for a secure and fulfilling retirement? Davis Family Financial, LLC in Phoenix, AZ, is seeking a dedicated Entry Level Financial Planner to join our team. As a Entry Level Financial Planner, you will work closely with clients to understand their financial goals and create personalized retirement plans tailored to their needs. Join us in providing expert guidance and support as clients navigate their retirement journey, ensuring a stable and prosperous future for each individual. Apply now to be part of a team committed to empowering others towards a financially secure retirement. This is a 100% commission-based opportunity. Responsibilities: • Analyze clients' financial needs and goals to develop personalized financial plans. • Implement investment strategies to help clients achieve their financial objectives. • Monitor and review clients' accounts to ensure alignment with their financial goals. • Provide ongoing financial guidance and support to clients, including updates on market trends. • Comply with all regulatory requirements and ethical standards in the financial industry. Qualifications: • Strong Entrepreneurial Spirit • Strong knowledge of retirement planning products and services • Active Insurance Agent License (or willing to obtain a license) • Ability to work on commission-based compensation • US Work Authorization is required Compensation: $80,000 - $100,000 yearly

    • Analyze clients' financial needs and goals to develop personalized financial plans. • Implement investment strategies to help clients achieve their financial objectives. • Monitor and review clients' accounts to ensure alignment with their financial goals. • Provide ongoing financial guidance and support to clients, including updates on market trends. • Comply with all regulatory requirements and ethical standards in the financial industry.

  • Compensation
    $80,000-$100,000 per year