Financial Planner
The Chamberlin Group
- Des Peres, MO
- $60,000-200,000 per year
- Permanent
- Full-time
- Office space at no cost
- All marketing and leads at no cost
- Proven Sales Process
- Ongoing training and development
- Create a relationship with our leads and yours to teach and convert prospects into clients
- Lead and facilitate group educational workshops
- Maximize relationships, create referrals and referral partnerships by providing exceptional customer service
- Meet with current clients 1-2 times minimal per year to review plans and make adjustments accordingly
- Enter and update client information in our CRM database
- Complete administrative paperwork to fulfill client needs
- Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other Firm Planners and team members
- Will have access to a host of tools to develop and grow your client base while sharpening your skills
- People Oriented – supportive and relationship-focused
- Innovative and willing to take risks
- Confident and growth-oriented
- Results-driven with a strong performance culture
- Most importantly, we like to have FUN!
- 5-7 years of Financial Services experience is required. Experience with insurance and/or annuities is a plus
- This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire, if not already licensed
- Total compensation for our Financial Planners includes a base salary plus a lucrative Bonus Plan, ranging from $60,000-$200,000
- Participate in our Stake in the Outcome (SITO) incentive program,
- Comprehensive benefits package including Medical, Dental, Vision, Health Savings Account (HSA), Flexible Spending Account (FSA), Employer-paid Group Life Insurance and Accidental Death & Dismemberment (AD&D), Voluntary Group Life Insurance and AD&D, short and long term disability, and various other supplementary benefits.
- Employee wellness program and perks.
- Generous Paid Time Off (PTO), with increased accrual based on length of tenure.
- 401k retirement plan eligibility after 1 year of service, with a 3% company contribution
- Opportunities for professional development and advancement, including certifications and continuous learning related to your success in this role.
- Parental Leave benefits.
- Participation in our fun company events and gatherings, including our off-site team quarterly meetings, holiday and event celebrations, annual family picnic, Cardinals games in an all-inclusive party suite, volunteer events, and more!
- Flexible work schedule depending on clients’ needs
- Some evenings and Saturdays
- Work from our office in Des Peres, MO