Financial Planner for Mass Affluent Clients

Elevate investment growth as a Financial Planner catering to mass affluent clients. Utilize your expertise to deliver bespoke financial strategies and build lasting client relationships.

In this role, you will leverage a minimum of three years of financial planning experience to engage in business development within a competitive environment. Your focus will be on aligning client needs with tailored investment solutions while leading community outreach activities and networking events.

Key Responsibilities:
• Cultivate new client relationships and referrals
• Design customized financial strategies for clients
• Engage proactively with potential clients
• Lead community seminars and financial workshops
• Network effectively with industry professionals

Requirements:
• Minimum of 3 years in financial planning
• Certified in mutual funds; MFDA or equivalent
• PFP or CFP designation required
• Stron...