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Staff Planner

Canton, OH, USA

Job Type

Full Time

Workspace

On-Site

About the Role

This is salaried Planner position with a rapidly growing Canton, Ohio Registered Investment Advisory Firm.

Planners on our team construct and maintain financial plans for our firm’s 200+ Total Wealth Management clients. Additional responsibilities include meeting file preparation, running proposals, interacting with clients to maintain the plan and the relationship as well as conducting as needed client reviews and service meetings.

Requirements

1-5 years’ experience in the financial services industry is desired, with a securities license (6, 7, or 65).

 

Selected Planners will be:

  • extremely organized and detail oriented

  • in possession of excellent verbal and written skills

  • enthusiastic about phone, screen share and face to face interactions

  • tech-savvy and a quick study on learning new systems

  • dedicated and passionate about helping others


The natural progression within our advisor team is for successful planners to have the opportunity to advance to a financial advisor, which is an advice-giving position that is salaried with ample bonus opportunity to encourage new business development.

 

Expected Pay: 40,000-50,000 per year

Job role groups: Investment Bankers and Financial Sales and Trading Agents

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