Job Description

Job Description

📢 We're Hiring: Financial Planner | JS Benefits Group

Are you passionate about helping people achieve financial confidence and success? Do you thrive on building meaningful client relationships and creating tailored financial strategies? Join our team at JS Benefits Group , where your expertise will make a real impact.

📍 Location: Newtown, PA

💼 Position Type: Full-Time

💰 Competitive Salary + Performance Bonuses

📈 Benefits: 401(k), health/dental/vision, flexible schedule, professional development

🌟 What You’ll Do:

• Work closely with clients to understand their goals and develop customized financial plans
• Provide expert advice on investments, retirement, tax planning, and insurance
• Monitor financial plans and adjust strategies as client needs evolve
• Stay current on market trends, products, and regulatory changes
• Build long-term relationships based on trust, transparency, and value

✅ What We’re Looking For:

• Certified Financial Planner (CFP®) designation strongly preferred
• 3+ years of experience in financial planning or wealth management
• Strong communication, analytical, and interpersonal skills
• Proven track record of client retention and satisfaction
• Ability to explain complex financial concepts clearly and simply

🚀 Why Join Us:

At JS Benefits Group , we’re more than just insurance professionals—we’re dedicated partners in our clients’ life journeys. We offer a supportive culture, ongoing training, and the opportunity to grow your career while helping others thrive.

Ready to make a difference?

Apply now by sending your resume and a short cover letter to jschaefer@jsbenefitsgroup.com

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