You're looking for something exceptional! So are we!
We are searching for an experienced and self-driven Remote Financial Planner to join our team! In this role, you will mainly be responsible for delivery of top-quality financial counseling to corporate clients. All while working in a remote environment and being able to choose your own hours.
Remote Financial Planner duties and responsibilities
- help manage every aspect of our client's financial life, partnering, educating, and guiding them throughout the process to help them make well-informed financial decisions.
- work with them to identify and prioritize their goals and objectives to develop a customized financial plan and investment portfolio.
- Work directly with clients via videoconference, phone, and e-mail.
- Prepare sound financial plans to ensure clients meet their goals
- Advise clients on current financial issues and make recommendations
- Serve as a financial life coach for clients to help them identify their passions and achieve their goals/objectives by providing comprehensive financial planning and a high-quality client experience during every interaction
Remote Financial Planner requirements and qualifications
- Quick thinking, high energy, positive, and professional, with demonstrated multi-tasking and critical thinking skills
- High-speed internet, quiet home office set up, and ability to take appointments telephonically or over video
- 2+ years of client facing financial planning experience
- Proven experience as financial planner or similar role; experience in sales or customer service is an asset
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Valid professional license (e.g. Series 7 & 66)
- BS/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus
- MUST BE AVAILABLE TO WORK EVENINGS
About Nivati
Nivati is the easiest way to understand and reduce employee stress. The company's innovative platform provides actionable insights to thousands of organizations globally, empowering companies to improve employee wellbeing, morale, and engagement. With over 1200 practitioners on the platform, Nivati's powerful stress-relieving tools are available to every employee - anytime, anywhere.