Financial Planner

Growth Factor Group, Inc.
Mauldin, South Carolina, us
May 03, 2021
May 05, 2021
Job Role
Contract Type
Full Time
Are you enthusiastic about the financial service industry? Do you want to work for a firm that values professional development and fosters growth opportunity?

Our client is adding a Financial Planner at their headquarters in Greenville, SC. This position will support advisors and serve clients by reviewing, analyzing, and preparing client financial plans to ensure clients realize and meet their financial goals.

What you need:

• 3+ years of client-facing financial advisory firm experience

• 4 year college degree required; MBA or CPA preferred but not required

• CFP designation, enrollment in CFP program or desire to obtain CFP designation is required

• Series 7, 63, 65, 66 and additional FINRA designations preferred

Primary Duties:

· Responsible for regular client contact

· Research planning topics, improve financial planning processes and educate other advisors

· Be comfortable with transparent, two-way dialogue among team members and clients

· Advocate for client needs as appropriate

The Rewards:

Competitive salary + incentive bonus

Medical & dental, 401K, PTO

Reimbursement of FINRA licensing expenses

An attractive and convenient office environment on Verde Blvd in Greenville, SC!

You possess our Core Values - Growth, enthusiasm, stewardship and transparency - do what you say and fully deliver.

Join our clients team! - Their guiding values to meet clients' needs providing customized investment and financial planning solutions. Always striving for continuous improvement in our business operations, and committed to improving the lives of our employees and providing an outstanding work environment. Join a team of hard-working people dedicated to making a difference.