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 Financial Planner, Entry-level or Experienced

Details
Country: USA
Location: Temecula CA
Total applied: 40
Location:US-CA-Temecula

Base Pay:N/A

Other Pay:
Salary + Commissions + Fees + BonusesEmployee Type:Full-Time Employee

Industry:Banking - Financial Services Sales - Marketing Insurance

Manages Others:no
Financial Planner, Entry-level or Experienced

To assist up-scale and emerging up-scale individuals meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, to assist the client in all phases of implementation. Also, design and implementation of 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly compensated employers and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s).
REQUIREMENTS
Bachelors degree or higher; financial services, finance, economics, business administration, accounting or Law preferred.
Must have a potential market.
Track record of success in academic and/or career endeavors.
Can handle long hours and rigorous training.
Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks.

- Apply for Financial Planner, Entry-level or Experienced

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