Great Waters Financial is seeking to hire a Planner who will serve as a go-between for the company and clients/customers as they become clients of Great Waters. Working in a fast paced, young company individuals must be willing to be well versed in many aspects of the business and show teachability and desire to learn new skills.

Responsibilities

  • Defines financial situation by completing quantitative analyses
  • Evaluates optional plans by identifying outcomes and potential returns
  • Values assets by appraising current condition; assessing potential
  • Builds financial database by identifying sources of information; assembling,
    verifying, and backing up data
  • Recommends financial actions by assessing options in relation to organization
    goals
  • Prepares financial reports by collecting, formatting, analyzing, and explaining
    information
  • Protects operations by keeping financial information confidential
  • Maintains technical knowledge by attending educational workshops; reviewing
    publications
  • Contributes to team effort by accomplishing related results as needed


Characteristics of an ideal applicant

  • Current or able to obtain Life Insurance licensing and Series 65 licensing within 90 days
  • Self starter and independent worker
  • Detail oriented and organized
  • Tech savvy and able to pick up new systems quickly (Experience with MacOS preferred)
  • Ability to work efficiently in a fast paced team environment
  • Excellent written and verbal communication skills.

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