Financial Planning/Inside Sales Trainee

Filbrandt & Company is a well-established independent financial planning firm that has an entry-level opening for a trainee in inside sales. If you are looking for a career in executive sales or financial planning, we would like to meet you.

Requirements:

• Candidate must enjoy people
• Candidate must have good analytical and computer skills
• Candidate must have an interest in the Financial Planning field
• An understanding of the Financial Planning Process will be helpful
• Candidate must have very strong oral and written communication skills
• Candidate must be a self-starter and team-oriented
• Candidate will value an independent client-centered, results-oriented firm with no proprietary products to sell at a firm with a fee-only platform.
• Ideal candidates will have a passion for financial planning and have an understanding of estate, retirement, tax and investment planning.

Salary is commensurate with experience and skills. Potential for significant incentive compensation. Comprehensive benefits offered including 401(k) with generous profit sharing, competitive personal time, health, life, LTD, and free access to building fitness center.