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Financial Planner

Company: The Chamberlin Group
Location: Saint Louis
Posted on: July 14, 2019

Job Description:

ROLE: FINANCIAL PLANNER / ADVISOR What Makes This Opportunity Different & Better? --- More autonomy with our Independent Model --- Simplified Business Model --- We have developed a nationally-used process that works for you --- Less lead generating activities - We have many pre-qualified prospective clients to share with you --- Our clients receive excellent customer service because of our great team --- More prospective clients for you through our tax business --- We value relationships, integrity, and sound advice --- We offer one of the most flexible and competitive compensation plans available Immediate, full-time opening. The Chamberlin Group (Des Peres, MO), an established and growing Tax and Financial Consulting company, is now accepting applications for a friendly, supportive, caring, and self-motivated individual to join our team. You will be working with a group of helpful, professional, and responsible team of people. This Advisor position is a critical part of our team so it's important that the person we choose will be a "fit" with our commitments and shared values. If you or someone you know would like to work with a team that works together, values each other, and shares a mission of serving others, please read on or share this. ABOUT OUR COMPANY: The Chamberlin Group was founded in 2002, bringing 30+ years of tax and financial experience to our community. Among others, we serve people who are of retirement age and are transitioning from working to retirement. We set our clients at ease by helping them with their tax preparation, investment advice, and fee based holistic financial planning. Our firm continues to grow and we are sought after because we set our clients at ease with a friendly atmosphere where they are treated like family. KEY RESPONSIBILITIES: --- Production: Use our leads and yours to teach and convert prospects into clients, Teach / facilitate group education to colleges and businesses, Bring in new prospective clients, Follow up with prospective clients, Maximize relationships, create referrals and referral partnerships --- Administrative: Schedule appointments with prospects, clients, and other Advisors, Meet with current clients 1-2 times per year to review plans and make adjustments, Enter and update client information in our database, Complete administrative paperwork to fulfill client needs --- Firm Alignment: Learn and follow our fee planning process, strategies, and philosophies, Learn from and share with other Firm Advisors PERSONAL ATTRIBUTES AND SKILLS NEEDED FOR SUCCESS: --- People Oriented - working with a wide range of people to achieve win-win outcomes. --- Variety & Frequent Interaction with Others - remaining friendly while working with multiple people and interruptions. --- Excellent Customer Relations - conveying your sincere interest in others. --- Self-Management - manages time and priorities well. --- Cooperatively Influential - helps others understand and choose the right plans. REQUIREMENTS: --- Investment industry experience is required. Experience with insurance and/or annuities is a plus. --- Must have or be willing and able to acquire securities and insurance licenses. --- A college degree is a plus, but not as important as investment industry experience. --- Ability to pass drug screening and background checks. SCHEDULE: --- Typical business hours, flexible depending on clients' needs. --- Some evenings --- Mostly working from our office in Des Peres, MO COMPENSATION: --- We offer one of the most flexible and competitive compensation plans available. TO APPLY: Please click here upload your resume and cover letter. to arrange a confidential interview. All resumes with cover letters will be reviewed. Visit our web site:

Keywords: The Chamberlin Group, St. Louis , Financial Planner, Accounting, Auditing , Saint Louis, Missouri

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