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Financial Planner Extraordinaire · Peoria, IL
Financial Planner Extraordinaire
Peoria, Illinois
Job # 102-3248
Posted May 7, 2008
If you’re a successful financial services professional with 3-5 years of experience we have a place for you on our Financial Services team in our Peoria, IL office!
This role offers a unique blend of client contact and practice growth responsibilities and administrative and analytical support goals. The person we hire will advise clients about 401k, SIMPLE IRA and 529 plans. S/He will also put process knowledge and analytical skills to use by assisting lead advisors with investment recommendations, tracking leads, and creating financial plans.
Clifton Gunderson is a market leader in financial advisory services, yet still small enough to move quickly and take advantage of unique business opportunities. The person in this role will work with an established and successful team of professionals in a rapidly growing office.
The person we’re looking for will have 3-5 years of successful and relevant financial services experience. Additionally, this position requires Series 7, Series 66 and insurance licenses, an understanding of Personal Financial Planning investment vehicles, estate planning and...
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