Job Title: Financial Planner
Job Description

The Financial Planner position is sales-oriented and client-facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients.

ResponsibilitiesCreate a relationship with our leads and yours to teach and convert prospects into clients.Lead and facilitate group educational workshops.Maximize relationships, create referrals, and develop referral partnerships by providing exceptional customer service.Meet with current clients 1-2 times per year to review plans and make adjustments accordingly.Enter and update client information in our CRM database.Complete administrative paperwork to fulfill client needs.Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other planners and team members.Essential SkillsSeries 7 certificationSeries 66 certificationFinancial planning experienceExcellent communication skillsClient relationship managementAdditional Skills & QualificationsSeries 65 certification is a must-haveA degree is preferred but not requiredA culture fit that emphasizes helping people with their planning rather than just making salesExperience in tax, estate, insurance, retirement, and income planningWork Environment

This is an in-office role with working hours from Monday to Friday, 8:30 AM to 5:00 PM. The position includes access to office space at no cost, marketing materials, and leads at no cost, a proven sales process, and ongoing training and development. You will have access to a host of tools to develop and grow your client base while sharpening your skills.

Pay and Benefits

The pay range for this position is $60000.00 - $60000.00/yr.

Total compensation for our Financial Planners includes a base salary plus a lucrative Bonus Plan, ranging from $60,000-$200,000
Participate in our Stake in the Outcome (SITO) incentive program,
Comprehensive benefits package including Medical, Dental, Vision, Health Savings Account (HSA), Flexible Spending Account (FSA), Employer-paid Group Life Insurance and Accidental Death & Dismemberment (AD&D), Voluntary Group Life Insurance and AD&D, short and long term disability, and various other supplementary benefits.
Employee wellness program and perks.
Generous Paid Time Off (PTO), with increased accrual based on length of tenure.
401k retirement plan eligibility after 1 year of service, with a 3% company contribution
Opportunities for professional development and advancement, including certifications and continuous learning related to your success in this role.
Parental Leave benefits.
Participation in our fun company events and gatherings, including our off-site team quarterly meetings, holiday and event celebrations, annual family picnic, Cardinals games in an all-inclusive party suite, volunteer events, and more!

Workplace Type

This is a fully onsite position in St. Louis,MO.

Application Deadline

This position is anticipated to close on Mar 18, 2025.

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\n \n About Aston Carter:\n

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

\n Diversity, Equity & Inclusion\n

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

\n Hiring diverse talent\n Maintaining an inclusive environment through persistent self-reflection\n Building a culture of care, engagement, and recognition with clear outcomes\n Ensuring growth opportunities for our people\n

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

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