Position Overview We are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will have a strong background in financial concepts and sales, with financial planning and wealth management expertise. This role requires excellent attention to detail, organizational skills, ability to complete multiple tasks in a timely manner, and the ability to recognize/adapt to the nuances of the customization needed for individual clients. This position is supportive and collaborative with the rest of the team. If desired, your day-to-day responsibilities can include managing your own client base. Responsibilities Financial Planning: Data gathering, entry, and analysis for customized/pers