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Personnel Resources
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Personnel Resources
Financial Planner
2025-09-09
2026-03-19
Employment Type:
Permanent
Job Number: 50261189
Pay Rate: $60,000 / year
Job Description
Overview
As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position. This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule.Duties
As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position. This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule.Duties
- Assess clients' financial needs and develop tailored financial plans to help them achieve their goals.
- Provide guidance on investment strategies, asset management, and portfolio management.
- Build and maintain strong customer relationships through effective communication and follow-up.
- Previous banking, finance or insurance background required.
- Proficiency in financial sales techniques and customer relationship management.
Meet Your Recruiter
Personnel Resources
Recruiter
Personnel Resources can connect you with opportunities to build your skills, flexible jobs that fit your lifestyle and companies where you can build a lasting career. You’ll be treated with respect and decency, and given opportunities to work in a safe environment with competitive pay and benefits.
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Ready to kickstart your career in the charming city of Dothan, Alabama? With its Southern hospitality, vibrant arts community, and endless outdoor adventures, Dothan offers a unique blend of opportunities for job seekers. Nestled in the heart of the Wiregrass region, this city boasts attractions like the iconic Dothan murals, the Dothan Opera House, and the famous Peanut Festival, showcasing its rich cultural heritage. Explore job openings in this thriving area and discover why Dothan is not just a place to work, but a place to call home. Join us in exploring a city where career growth meets Southern charm.