tulsa, Oklahoma
Integrated Financial Planner Job Opening in tulsa, Oklahoma - Integrated Financial Planner Financial We are searching for the right financial representative to care for and build on an established book of business. This book of business was built over a 10 year period. There is a licensed assistant and a shared office with another CMW Financial Representative. Financial representatives with Creating & Managing Wealth, LLC provide professional guidance and innovative solutions for the retirement planning needs of school district employees and other nonprofit community-based organizations. You will be expected to do the following: ? Conduct existing client account reviews. ? Analyze investment performance data. ? Prepare for future sales/enrollment presentations. ? Develop, present and help implement financial plans. ? Analyze prospect suitability and investment objectives/needs. ? Present financial solutions (retirement, insurance, college planning, and investment). ? Prospect for new clients (through referrals, group meetings, workshops, etc). ? Public speaking (sales presentations). ? Enroll (sell) new clients (One-on-one, in-person). Much of what our financial reps do is done on site at an employer?s (school district, college, etc.) location. You will probably spend approximately 80% of your time out of the office. Creating & Managing Wealth Financial Representatives are independent business owners who have the support of Lincoln Investment Planning, one of the largest broker/dealers in the 403(b) marketplace. Through your affiliation with Lincoln Investment, you will have product independence with access to over 1,700 mutual funds belonging to over 50 well-known mutual fund families. Lincoln Investment financial representatives offer a complete range of asset management programs, as well as stocks and bonds, life insurance, disability and long term care insurance. Requirements of a financial representative: ? Track record of successful work experience for a period of 3 to 5 years ? Series 7 or 6 and 66/65 registration, life and health insurance licensed and additional licensing needed to assist in building a career as a financial representative. ? Ability to communicate effectively with clients and co-workers. ? Excellent written and oral communication skills ? A bachelor?s degree is preferred tulsa ok oklahoma
|
