Financial Planner Assistant

2 months ago

Syosset, United States Center for Wealth Preservation Full time
Job DescriptionJob DescriptionSummary


We are a modern, technology-driven, forward-thinking, innovative Financial Services business anchored by MassMutual. Our DNA is holistic Financial Planning, the elevated version. Our planning team and sales culture is what makes us different. Everything about our practice is to build successful outcomes for our Advisors on the frontlines, and our clients win as a result. We are looking for an driven individual who want to build a business they can call their own, while learning and working alongside a high performing team at CWP.

What makes us different? We teach, we generate the highest quality leads, we use the best technology to organize and execute, and we have fun doing it. If you want to be in a sales admin role with an incredible flexibility, a dynamic intelligent group, and limitless income potential, then we should talk. The biggest advantage in this business is the residual income you build over time, but you work into that role by learning from the best first.

What you'll do:
  • Start as a Protege' and then work into a Financial Planner yourself
  • Prepare financial plans and provide analysis and recommendations to clients
  • Gather client data, including risk tolerance and financial goals
  • Input client data into financial planning software
  • Maintain client records and ensure compliance
  • Assist with new business development and marketing efforts
  • Respond to client inquiries
  • Manage and help grow a large family office business
How you'll do it:
  • Need to have a customer-facing drive, or previous experience reaching out to prospects or referrals and creating interest in some capacity - we'll teach you the rest
  • Deep interest in building advisory plans for individuals, families, and businesses
  • Not afraid to put in the activity and doesn’t shy away from data driven decisions to help guide sales strategies.
  • Exceptional organizational skills and superior attention to detail
Your super-powers: (nice to have)
  • Ability to manage relationships with high-net-worth clients, and family offices
  • Interest in building a team and/or mentoring others
  • Excellent people skills, ability to strike up a conversation anywhere with anyone.
  • Deeply passionate about helping families and people
  • Pressure player, lives for goal setting
Why Join Us:We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company with incredible benefits, support, technology, and backing but we are also changing the business with a modern revenue operation build and you could be a part of it. If you are already a licensed agent, we also offer lucrative buy-out packages, and transition compensation for existing producers in the space.

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