We are a South Bay financial firm looking for a case designer to create plans for our clients. The right candidate would have the ability to implement sound financial planning principles, investment planning, income planning, tax planning, estate planning, and Social Security planning into a holistic, comprehensive plan.
You will be working closely with our advisors to help them with their case load. You will assist them with bringing the case into a successful conclusion, through the assistance of your work. The advisors are the ones that typically communicate with the client; you would be a member of the supporting team.
This is not a sales position; however, you must be comfortable interacting with our clients on occasion should they need an explanation on something.
If you are the right person, there will be growth opportunities. You will be part of a high-performing team, which means that strong work ethic and desire to grow and succeed is a must. This is an excellent opportunity for the right person.
We offer our team members a great environment with the following benefits:
- Health insurance - Dental insurance - Vision insurance - 401k plan - Gym membership - Weekly company lunches - Micromanagement-free environment - Bonuses based on performance and meeting targets - Annual incentive trip based on meeting company targets. - Opportunity for higher-than-average growth IF you perform well - Many other benefits
Ideal candidate would both have a CFP, or equal designation, and many years of experience working in the financial, insurance and investment industry. You must have done this type of work before. A plus if you are also a CFA.
Telecommuting is allowed.
Additional Salary Information: bonuses
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