Certified Financial Planner

CFP REQUIRED

Certified Financial Planner
Fully onsite

Primary responsibilities include

• Identify client objectives and goals; then monitor progress throughout the financial lifecycle
• Broaden and deepen affluent client relationships in investment, deposit, and lending
• Become a trusted advisor who earns referrals from existing clients
• Engage prospects to promote and sell investment products and services
• Evaluate and analyze client financial information and data
• Use planning and discovery tools to uncover perspective opportunities
• Develop and present suitable solutions to meet client goals
• Partner with other colleagues to implement solutions
  

  Qualifications, Education, Certifications and/or Other Professional Credentials

• Series 65
• CFP or CRC preferred
• Bachelor's degree or equivalent work experience
• 5+ years of industry related experience
• Record of building internal partnerships
• Excellent oral and written communication skills
• Team oriented with a strong work ethic and entrepreneurial spirit
• Experience using financial planning tools
• Familiarity with consumer lending and banking solutions
• Digital literacy and experience
• Experience with investment product referrals and sales
• Knowledgeable of regulatory requirements to ensure a sound control environment
  

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.