Financial Planner
CurrentRole: As a financial planner, I help clients and businesses create strategies to meet their goals and secure their financial future.Key Responsibilities:• Coordinates with over 190 of our nation's top-rated financial organizations to facilitate and meet the needs of clients.• Builds business strategies and goals to increase financial literacy across North America, empowering our clients and enhancing their financial well-being.• Builds and develops a talented team of financial professionals who serve clients with unwavering integrity. • Coaches, guides and mentors professionals throughout the financial industry to establish a robust force of ethically driven leaders.