Entry Level Financial Planner

We are a growing financial services office in Juneau, Alaska seeking an individual interested in Financial Planning. The ideal candidate will have a passion for helping others reach their financial goals and a commitment to providing excellent customer service. This role has no sales requirements.

Responsibilities:
 *Develop and execute comprehensive financial plans for individuals and families.
 *Open new account applications following compliance and regulation standards.
 *Develop and deliver planning agendas for lead advisors.
 *Perform regular re-balances on client portfolios.
 *Ensure regular office contact with clients.
 *Ensure RMDs are satisfied on an annual basis.
 *Identify and evaluate investment opportunities for clients.
 *Monitor and review client portfolios
 *Stay up to date with changing regulations and tax laws.
 *Educate clients on financial strategies and concepts.
 *Develop and maintain relationships with new and existing clients.

Requirements:
 *Bachelor’s degree in finance, business, accounting or related field
 *Relocate and work in Juneau, Alaska
 *Professional credentials (CFP, ChFC, CPA, etc.), or desire to attain.
 *Strong organizational and analytical skills
 *Excellent communication and interpersonal skills
 *Ability to work independently and as part of a team.
 *Knowledge of financial products and services

Benefits:
*Competitive compensation based on experience. 
 *Moving/signing bonus.
 *Full financial support for approved professional accreditation/continuing education
 *SEP IRA Employer contributions (historically fully funded at 20% of compensation)
 *Disability Insurance
 *Paid time off