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Certified Financial Planner

Company: Magellan Financial
Location: Manhattan
Posted on: September 14, 2020

Job Description:

We are seeing a Certified Financial Planner. Responsibilities * Prepare Portfolio Analysis * Prepare proposals and financial plans designed to help an advisor present to a client * Coach advisors on delivery of portfolio analysis, proposals, and financial plans * Communicate with advisors to determine the proper picture of the clients current financial landscape and what they are trying to achieve As a Team Member : * Competitive Salary and bonus opportunity * Paid Time Off * Health, Dental & Vision insurance/401K benefits Requirements * Certified Financial Planner * College Degree in Related Field * High standards for accuracy, quality, timeliness, and completeness. * Excellent analytical skills and knowledge of the financial markets and investments. * Experience with portfolio analytical software and financial planning software a plus * Excellent customer service and communication skills * Self-starter who works well independently * Professional demeanor This is a Unique position with a fast-growing fast-paced team of like-minded people who affect change in the financial marketplace.
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Keywords: Magellan Financial, Manhattan , Certified Financial Planner, Accounting, Auditing , Manhattan, Kansas

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