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Staff Planner

The Affinity Group
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This is salaried Planner position with a rapidly growing Canton Registered Investment Advisory Firm.   

 

Planners on our team construct and maintain financial plans for our firms 200+ Total Wealth Management clients.  Additional responsibilities include meeting file preparation, running proposals, interacting with clients to maintain the plan and the relationship.   

 

1-5 years experience in the financial services industry is desired, with a securities license (6, 7, or 65). 

Selected Planers will:

> be extremely organized and detail oriented

> possess excellent verbal and written skills

> tech-savvy

> dedicated and passionate about helping others.

 

The natural progression within our advisor teams is that successful planners will have the opportunity to advance to a financial advisor, which is an advice-giving position that is salaried with ample bonus opportunity to encourage new business development. 

 

Please send all resumes to info@tagplanning.com or call our office at 330-526-8412

To learn more about our company visit: www.TAGplanning.com