Part-Time Licensed Financial Planner Job at PELOTON Workforce Inc., Geneva, IL

dkpOcmVBUHBNRnE3TUpCYUR2SU5lcDVUVHc9PQ==
  • PELOTON Workforce Inc.
  • Geneva, IL

Job Description

Job Description

Job Description

We are seeking a knowledgeable and dedicated Financial Planner to join our clients team. The ideal candidate will possess a deep understanding of financial concepts and be able to provide comprehensive financial planning services to clients. Primary responsibilities will be related to financial analysis, generating and updating investment models, rebalancing accounts, writing financial newsletters quarterly, helping clients with tax documents and any other financial documents.

Responsibilities

  • Assists the lead advisor as a “Client Relationship Manager,” which includes answering client questions about investment issues, processing simple investment requests, documenting client communications
  • Assists the lead advisor with technical investment analysis, updates to investment models, rebalancing client accounts, client account investment analysis.
  • Works with lead advisor on client meeting preparation.
  • Creates a quarterly financial newsletter and distribution to clients

Required Skills & Experience

  • Minimum of two years’ experience in the financial services industry
  • Series 7, 63, 65 and Life Insurance licensed
  • Strong time management and organizational skills
  • Ability to prioritize and manage multiple projects
  • Ability to recognize and provide solutions to problems
  • Must be interested in following economic, markets, and political analysts. Must be able to maintain an analysis lens that is non-emotional and non-politically orientated.
  • Exhibit strong ethics and a desire to help clients and give them extraordinary service.
  • Must pass criminal and credit background checks

Compensation

  • Salaried part-time position, starting at 16 hours/week, starting at $35/hour
  • Monday-Thursday, 4/hours/day with flexibility.
  • Potential for more hours and more responsibility/pay.
  • Medical reimbursement (EBHRA) after 3 years of employment.
  • Paid vacation of 3 weeks.
  • Paid holiday time off the week of Thanksgiving and the week between Christmas and New Years, varies every year.
Company Description

PELOTON Inc. is a Nevada based corporation operating two staffing agencies – PELOTON Inc., founded in Las Vegas in 2013, and The Frank Group, a 62-year old company located in St. Charles, IL , acquired by PELOTON in 2019.

Company Description

PELOTON Inc. is a Nevada based corporation operating two staffing agencies – PELOTON Inc., founded in Las Vegas in 2013, and The Frank Group, a 62-year old company located in St. Charles, IL , acquired by PELOTON in 2019.

Job Tags

16 hours,

Similar Jobs

Veterans Alliance

Aircraft mechanic Job at Veterans Alliance

 ...Job Summary Veterans Alliance is hiring Aircraft Mechanics for immediate openings on 2nd shift in Philadelphia, Pennsylvania. These roles focus on UH-60 Blackhawk phase maintenance, including flight control inspections, rigging, and repairs. We are seeking Army-trained... 

White Force Outsourcing Pvt Ltd

Admission Counselor Job at White Force Outsourcing Pvt Ltd

 ...Recording and maintaining and calling on given leads # Maintaining telephonic and walk-in record for the day Qualifications: # Bachelor's degree in an any field # Proven experience in sales, preferably in the education sector or a relate # Excellent... 

Whitlock Building Services, LLC

Cleaning Technician Job at Whitlock Building Services, LLC

Job Description Job Description We are currently looking for 1st Shift (7:00 AM - 4:30 PM) and 2nd Shift (7:00 PM - 4:00 AM) Commercial and Warehouse Cleaners (Irving) The goal is to keep our building in a clean and orderly condition - Previous experience...

Kids in Motion Academy

Toddler One Lead Educator - CDA or Associate's Required Job at Kids in Motion Academy

 ...nurturing Toddler One Closing Teacher to join our team of early childhood professionals. This role is ideal for an educator with a CDA or higher who enjoys working with toddlers ages 1224 months and is available to work midday to close . The ideal candidate will... 

UPI, LLC

Dump Truck Driver Job at UPI, LLC

Job Description Job Description 40 to 45 hours weekly in a 2024 Quad Axle Dump Truck. Local operation (Milwaukee & Waukesha Counties) Experience necessary. Clean Driving record a must.