Great Waters Financial is seeking to hire a Planning Advisor 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.

Characteristics Of An Ideal Applicant

  • Defines financial situation by completing quantitative analyses
  • Self starter and independent worker
  • Detail oriented and organized
  • Series 65 licensed, Health and Life Insurance licensed
  • Tech savvy and able to pick up new systems quickly (Experience withMacOS preferred)
  • Ability to work efficiently in a fast paced team environment
  • Excellent written and verbal communication 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 publication
  • Contributes to team effort by accomplishing related results as needed

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