Valley First
Senior Financial Planner Role Available
Job Description
Join our team as a Senior Financial Planner managing high-value members across multiple branches. Provide comprehensive investment and financial advice while driving portfolio growth and member satisfaction.
This role focuses on financial planning, portfolio management, and business development. You will collaborate with branch team members and Wealth Planning Specialists to deliver tailored advice to our valued clients. Your expertise will help shape financial strategies and ensure exceptional service while meeting investment sales targets.
Key Responsibilities:
• Conduct wealth discovery processes for members
• Manage and grow assigned high-value portfolios
• Advise on adjustments aligned with member needs
• Develop and execute a business development plan
• Build relationships and engage in networking activities
Requirements:
• College diploma; bachelor’s degree preferred
• Mutual funds license and PFP designation required
• Minimum 5 years in financi...
This role focuses on financial planning, portfolio management, and business development. You will collaborate with branch team members and Wealth Planning Specialists to deliver tailored advice to our valued clients. Your expertise will help shape financial strategies and ensure exceptional service while meeting investment sales targets.
Key Responsibilities:
• Conduct wealth discovery processes for members
• Manage and grow assigned high-value portfolios
• Advise on adjustments aligned with member needs
• Develop and execute a business development plan
• Build relationships and engage in networking activities
Requirements:
• College diploma; bachelor’s degree preferred
• Mutual funds license and PFP designation required
• Minimum 5 years in financi...