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Financial Planner

Description

Ref ID: 04380-0011012602

Classification: Financial Analyst - Manager

Compensation: DOE

Would you like to help clients achieve their financial objectives by assessing their financial situation, develop and present financial strategies and plans based on the assessment, and monitor changes in financial status and life circumstances. Primary responsibility will be to take over some of the existing client relationships of Senior Advisors. In addition, the Advisor will focus on bringing in new business to the practice. New business can be in the form of investment management fees, financial planning fees, insurance commissions and/or other sources of financial services revenue. Finally, the Advisor will assist with the operations of LGT Financial Advisors LLC, as needed. Essential Functions: ? Market services by asking for referrals from management team at LGT, current clients and meeting prospects at community functions. Present at financial planning seminars. Develop a source of referrals from attorneys, CPAs and other professionals. ? Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning. ? Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans. ? Obtain clients' commitment by explaining proposed financial plans and options. ? Monitor clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. ? Provide financial management information by preparing financial status analyses and reports. ? Update technical knowledge by tracking financial markets, general economic conditions, and new financial products; participate in educational opportunities; read detail oriented and technical publications; maintain personal networks; participate in detail oriented organizations. ? Develop expertise in a specific area to attract new business and grow firm revenue (e.g., social security planning, employee benefits planning, women?s initiatives, etc.). ? Assist, as needed, with the daily operations of running LGT Financial Advisors LLC (including but not limited to responding to client communications, account paperwork, trading, etc.).

Requirements

Microsoft Excel 2+ years public tax or financial planning Series 7 and 66 or desire to obtain these Desire to build a book of business

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-TX-Dallas
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
Apply

Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-TX-Dallas
Recruiter
214-855-5070
214-922-9833
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-TX-Dallas
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 04380-0011012602

Classification: Financial Analyst - Manager

Compensation: DOE

Would you like to help clients achieve their financial objectives by assessing their financial situation, develop and present financial strategies and plans based on the assessment, and monitor changes in financial status and life circumstances. Primary responsibility will be to take over some of the existing client relationships of Senior Advisors. In addition, the Advisor will focus on bringing in new business to the practice. New business can be in the form of investment management fees, financial planning fees, insurance commissions and/or other sources of financial services revenue. Finally, the Advisor will assist with the operations of LGT Financial Advisors LLC, as needed. Essential Functions: ? Market services by asking for referrals from management team at LGT, current clients and meeting prospects at community functions. Present at financial planning seminars. Develop a source of referrals from attorneys, CPAs and other professionals. ? Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning. ? Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans. ? Obtain clients' commitment by explaining proposed financial plans and options. ? Monitor clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. ? Provide financial management information by preparing financial status analyses and reports. ? Update technical knowledge by tracking financial markets, general economic conditions, and new financial products; participate in educational opportunities; read detail oriented and technical publications; maintain personal networks; participate in detail oriented organizations. ? Develop expertise in a specific area to attract new business and grow firm revenue (e.g., social security planning, employee benefits planning, women?s initiatives, etc.). ? Assist, as needed, with the daily operations of running LGT Financial Advisors LLC (including but not limited to responding to client communications, account paperwork, trading, etc.).

Requirements

Microsoft Excel 2+ years public tax or financial planning Series 7 and 66 or desire to obtain these Desire to build a book of business

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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