Are you sick of constantly prospecting for new clients? Our unique niche allows for a constant stream of high-quality prospects through our educational webinars and social media content. We are looking for someone that can help turn these prospects into clients and then manage these long-term relationships. You should be passionate about financial and tax planning to help best serve our clients. However, we also want someone who is motivated to grow their advisory business. We provide all of the tools, support, and prospects to make you successful.
About Us: RetireMitten Financial LLC is a rapidly growing financial services firm dedicated to providing personalized wealth management solutions to our clients. We specialize in the high-demand niche of cross-border financial planning. Focusing on high-quality customer service and comprehensive planning, we help individuals and families achieve their financial goals and secure their futures.
Job Description: We seek a skilled and motivated Financial Planner to join our team. As a Financial Planner, you will work closely with clients to understand their financial objectives and develop comprehensive strategies to help them reach their goals. From retirement planning to investment management, you will provide expert guidance and support every step of the way. You will also need to be motivated to learn the ins and outs of cross-border financial planning. This is a new position with a desired start date of September 3, 2024.
Responsibilities: Conduct thorough financial assessments for clients, including analyzing assets, liabilities, cash flow, and risk tolerance. Learn the particulars of cross-border financial planning, which we will train. Develop customized financial plans using our planning software tailored to clients' unique needs and objectives that incorporates cross-border planning techniques. Implement investment strategies and recommend appropriate products and services to help clients achieve their financial goals. Monitor and review client portfolios regularly, making adjustments as necessary to ensure alignment with their evolving needs and market conditions. Provide ongoing support and guidance to clients, answering questions, addressing concerns, and proactively identifying opportunities for optimization. Stay informed about industry trends, regulatory changes, and best practices in financial planning. Requirements: Certified Financial Planner (CFP) designation is required. At least five years of proven experience in financial planning, investment management, tax planning and wealth advisory services. Strong understanding of financial markets, investment vehicles, and tax strategies. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Detail-oriented and analytical, with a focus on delivering high-quality, client-centric solutions. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Benefits: Salary-based position offering a competitive salary with trailers based on revenue. Autonomy to manage your clients and schedule. No need to prospect for clients; high-quality prospects are provided by the company. Ability to work remotely Opportunities for professional development and advancement within the company. Comprehensive benefits package, including health insurance, retirement savings plan, and time off. How to Apply: If you are passionate about helping others achieve financial success and thrive in a dynamic, collaborative environment, we want to hear from you! Please submit your resume and cover letter to with the subject line 'Financial Planner Application'.
Join our team! Start planning, and stop spending all of your time prospecting.
Job Type: Full-time
Pay: $125,000.00 - $200,000.00 per year
Benefits:
401(k)401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Retirement plan Vision insurance Compensation package:
Profit sharing Experience:
Financial planning: 5 years (Required) License/Certification:
CFP (Required) Ability to Commute:
Clarkston, MI 48346 (Required) Work Location: Hybrid remote in Clarkston, MI 48346
