Website GreenLeafFA GreenLeaf Financial Advisors
Growing Your Future
Job Description
About the Role
Provide comprehensive financial planning services to high-net-worth clients. Develop customized strategies for wealth management and retirement.
Responsibilities
- Conduct client consultations
- Analyze financial portfolios
- Present investment recommendations
- Monitor market trends
- Collaborate with tax experts
- Update financial plans
- Generate new business
Requirements
- CFP certification
- Series 7/63 licenses
- 5+ years experience
- Merrill Lynch/Brokerage experience
- CRM proficiency
- MBA preferred
- Client acquisition skills
Benefits
- Commission + base salary
- Generous PTO
- Stock options
- Professional dues paid
- Leadership training
- Onsite gym
About the Company
GreenLeaf Financial Advisors helps clients achieve financial freedom through personalized strategies. Our fee-only model ensures unbiased advice.
Job ID: financial-planner-9n9PG
