The Financial Planner position is sales-oriented and client-facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients.
WE PROVIDE OUR FINANCIAL PLANNERS WITH:
- Office space at no cost
- All marketing and leads at no cost
- Proven Sales Process
- Ongoing training and development
KEY RESPONSIBILITIES:
- Create a relationship with our leads and yours to teach and convert prospects into clients
- Lead and facilitate group educational workshops
- Maximize relationships, create referrals and referral partnerships by providing exceptional customer service
- Meet with current clients 1-2 times minimal per year to review plans and make adjustments accordingly
- Enter and update client information in our CRM database
- Complete administrative paperwork to fulfill client needs
- Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other Firm Planners and team members
- Will have access to a host of tools to develop and grow your client base while sharpening your skills
OUR CULTURE CAN BE DESCRIBED AS:
- People Oriented – supportive and relationship-focused
- Innovative and willing to take risks
- Confident and growth-oriented
- Results-driven with a strong performance culture
- Most importantly, we like to have FUN!
REQUIREMENTS:
- 5-7 years of Financial Services experience is required. Experience with insurance and/or annuities is a plus
- This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire, if not already licensed
COMPENSATION AND BENEFITS:
- Total compensation for our Financial Planners includes a base salary plus a lucrative Bonus Plan, ranging from $60,000-$200,000
- Participate in our Stake in the Outcome (SITO) incentive program,
- Comprehensive benefits package including Medical, Dental, Vision, Health Savings Account (HSA), Flexible Spending Account (FSA), Employer-paid Group Life Insurance and Accidental Death & Dismemberment (AD&D), Voluntary Group Life Insurance and AD&D, short and long term disability, and various other supplementary benefits.
- Employee wellness program and perks.
- Generous Paid Time Off (PTO), with increased accrual based on length of tenure.
- 401k retirement plan eligibility after 1 year of service, with a 3% company contribution
- Opportunities for professional development and advancement, including certifications and continuous learning related to your success in this role.
- Parental Leave benefits.
- Participation in our fun company events and gatherings, including our off-site team quarterly meetings, holiday and event celebrations, annual family picnic, Cardinals games in an all-inclusive party suite, volunteer events, and more!
SCHEDULE:
- Flexible work schedule depending on clients’ needs
- Some evenings and Saturdays
- Work from our office in Des Peres, MO
The Chamberlin Group was founded in early 2002, bringing 20+ years of tax and financial experience to our community. Facing the final year of a three-year market downturn, a necessity to provide more comprehensive planning and protection from economic disasters arose. Holistic Planning was born, putting the desires and dreams of main-stream Americans first. Among others, we serve people who are of retirement age and are transitioning from working to retirement. We believe in doing thorough research into our client's individual objectives and goals – customizing a Holistic Financial Plan for them and their families encompassing Tax, Estate, Insurance, Retirement and Income Planning.
If this sounds like you, and a place you’d like to be at, we can’t wait to talk to you! Apply Today!
Top Skills
What We Do
The Chamberlin Group is a holistic planning firm that combines the many aspects of managing personal finances into an easy to understand 4 step process. The goal of the firm is to provide a solution to nearly all of our client's financial needs.
Please visit http://www.chamberlin-group.com to learn more about our firm.
Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
