Financial Advisor

2 weeks ago

Houston, United States CNI Consulting Inc. Full time
Job Description
FINANCIAL ADVISOR

Overview

Our client is currently seeking an experienced Financial Advisor to join their growing team.

The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. The Financial Advisor will work with additional team members to provide financial planning, investment advisory support, and facilitate business development initiatives.

Duties and Responsibilities

The Financial Advisor will be a team player and methodical business leader, working closely as a trusted advisor to serve the sophisticated needs of high-net worth individuals and families. You will build rapport and establish relationships with existing and target prospects, convert them to clients, and facilitate them through our financial planning process. In addition, as a member of our client's planning team, the Financial Advisor will contribute to business development and marketing efforts.

  • Facilitate Business Development
    • Leverage local centers of influence to extend our client's referral network while continuously looking for opportunities to establish relationships with potential prospects, clients, and strategic partners
    • Participate in the design and execution of key marketing initiatives, which facilitates client involvement
    • Represent the organization externally by attending and/or presenting at client and alliance events
  • Provide a Superior Client Experience
    • Manage the relationship and client experience from the beginning of engagement throughout the initial planning process
    • Work with the planning team to develop financial strategies designed to meet the specific needs and concerns of the firm's entrepreneurial clients
    • Maintain a pulse on every client, staying a step ahead of their needs and exceeding their expectations
    • Own the organization's value proposition and its matriculation through the client experience
  • Lead the Best Advisory Process
    • Serve as an integral member of the organization's financial planning team, staying on the forefront of key financial, investment and risk management concepts and providing mentorship and education to prospects, clients, alliances, and team members
    • Provide daily support to the Financial Planning Team, conducting financial planning research and assisting in the preparation of customized comprehensive financial plans and portfolios for clients
    • Coordinate client service needs with internal and external team members
    • Memorialize client meetings and providing support to the overall client experience
    • Understand the investment strategy of the organization
    • Direct and monitor workflows required to provide an exceptional client experience
    • Stay current on products, services and regulations that could impact the firm's clients
Requirements
  • Bachelor's degree in Business, Economics, Financial Planning, or other related fields
  • CFP® designation is required
  • At least 8 years or more of advanced planning experience
  • Business development experience is required
  • Fundamental knowledge and hands on experience working with eMoney
  • Strong entrepreneurial spirit with a high level of persistence
  • Foundational knowledge of key financial, investment and risk management concepts
  • A passion to help clients achieve their goals
  • Excellent verbal and written communication skills, with a focus on relationship building and management with the team and clients
  • Excellent attention to detail and time management skills with a proven ability to meet deadlines
  • Excellent project management skills with ability to prioritize and track multiple tasks
  • Strong analytical and problem-solving skills
  • Empathy and great active listening skills
Benefits
  • Competitive compensation depending on experience
  • Health benefits (medical, dental, vision, etc.)
  • A bonus program
  • A 401(k) retirement plan with company match
  • A fun and friendly team of colleagues

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