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We apologize for the inconvenience but the job you are looking for has been filled or it has been removed by the recruiter. For your reference, the original listing is shown at the bottom of this page.


Listed below are the top 10 out of 217 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in Miami, FL


 
 

May 25

David Lerner Associates, Inc. - Boca Raton, FL US

ONE INVESTMENT THAT NEVER FAILS YOUR CAREER Investment Counselors meet with prospective clients before they invest. It is critical they get to know client s ...

Feb 10

David Lerner Associates - Boca Raton, FL US

ONE INVESTMENT THAT NEVER FAILS YOUR CAREER Investment Counselors meet with prospective clients before they invest. It is critical they get to know client s ...

May 15

Prudential Insurance Company of America - West Palm Beach, FL US

Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...

May 19

Prudential Insurance Company of America - West Palm Beach, FL US

Financial Service Associates assist clients with a range of insurance and investment needs. Our team members participate in a comprehensive development program, ...

May 26

Ameriprise - Miami, FL US

Job Description Available Openings: 1 Job Title: Financial Advisor New Advisor Program Job ID: 82278 Location: Miami, FL Business Unit: The Personal Advisors ...

Mar 23

David Lerner Associate - Boca Raton, FL US

INVESTORS NEED US, WE NEED YOU! Investment Counselors meet with prospective clients before they invest. It is critical they get to know client s needs, objectives ...

Mar 23

MassMutual Financial Group - Coral Gables, FL US

WANTED: FINANCIAL SERVICES PROFESSIONALS Make A Positive Difference In People s Lives You have a desire to help people in need and make a difference in the ...

Apr 22

Confidential - West Palm Beach, FL US

Jr. Financial Analyst One of North America s leading shopping center acquisition and development companies is seeking a Financial Analyst for their U.S. head ...

Apr 22

National Dentex Corporation - West Palm Beach, FL US

National Dentex Corporation is the largest operator of dental laboratories in the country. The company's dental laboratories provide a full range of customfabricated ...

Apr 19

Northwestern Mutual Financial Network - Boca Raton, FL US

A Career with a Purpose: The Financial Advisor/Financial Representative Opportunity You ll have the unique opportunity to create your own destiny and potentially ...
 

To view more listings click here to search Accounting & Finance Jobs in Miami, FL


For your reference, we have included the original job posting below.




Financial Planner


Job Number:44160462
Company Name:Confidential Company
Job Location:Miami, FL Us
Job Category:Accounting & Finance
Salary:$200K


Financial Planner

JOB SUMMARY: 

 

The Financial Planner will be responsible for all aspects of building, implementing and managing financial plans for a well-established base of clients. 

 

MAJOR RESPONSIBILITIES/ACTIVITIES: 

 

  • Preparing, presenting and implementing customized comprehensive financial plans and portfolios
  • Providing financial planning services and technical advice to clients in all areas, including investment planning, insurance planning, tax planning, retirement planning, and business succession planning
  • Develop, manage and retain client relationships
  • Interact with high net worth individuals
  • Apply and communicate complex financial planning concepts based on client’s situation
  • Coaching clients regarding planning options/products
  • Directing and overseeing plan production for client planning matters

 

CANDIDATE CHARACTERISTICS (Core Values):

  • Integrity & Honesty
  • Committed to Excellence
  • Success in the Background
  • Competitive Nature
  • Sales Profile
  • Work Ethic
  • Risk Taker
  • Money Motivated
  • Natural Market
  • Coachable
  • Financially Mature & Responsible
  • Appearance
  • Sense of Urgency

 

MINIMUM REQUIREMENTS: 

 

  • Financial services experience (5+ years)
  • College degree
  • Licensing required: Series 6, 63,65 and/or 7 and Life & Health
  • Strong organization, prioritization and management skills
  • Strong mathematical and analytical skills
  • Excellent verbal and written communication skills
  • Knowledgeable in Microsoft Office (Outlook, Excel, Word and Powerpoint)


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