Certified Financial Planner
4 weeks ago
Lead Advisor [teamed salaried advisor]
The right candidate should have wealth management and comprehensive financial planning experience and has demonstrated success in client facing roles. They should have a passion for the planning profession and delivering a first class client experience. The right candidate is skilled in attracting new business, managing existing relationships and wishes to be supported inside of an existing team.
Responsibilities:
- Conduct business development to attract new clients to the firm. This would occur by gaining referrals from the existing book of business in addition to finding clients by your own prospecting means.
- Foster relationships with existing clients to ensure the proper level of service is provided to continue the work and planning that was set forward by senior advisors/firm.
- Conduct fact finders/discovery meetings and plan presentations with new clients.
- Conduct reviews with existing clients to ensure all aspects of the financial plan are current and efficiently positioned to achieve the client's goals. Identify planning, investment and insurance opportunities as the client's needs evolve (or as the economy/market changes).
- Learn the firm’s planning and investment philosophy.
- Build relationships with the next generation of the clientele (children of clients.)
- Work with other team members when it comes to investment operations, insurance operations, plan construction, client experience, and file logistics.
- Create an unmatched client experience.
- Think creatively and have thought partnership on building the practice.
- Ensure all client information is kept confidential while also tracking business in CRM systems, with case
Qualifications
- Bachelors Degree
- 3+ years of financial planning experience
- CFP preferred (or obtain in first 18 months with the firm)
- Series 7 and 66 and LAH insurance license
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