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Financial Planner
4 months ago
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Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
Essential Duties And Responsibilities Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews Manage data and plans in financial planning software Learn the technical aspects of the advisor position and prepare to service clients independently Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Develop Centers of Influences such as community involvement, CPA's and attorneys, etc Other duties as assigned
Knowledge, Skills, And/or Abilities Strong understanding of financial services industry and diverse investment products Basic computer skills are essential (Outlook, Word, Excel and Power Point) Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control
Education And/or Experience Bachelor's degree (finance, accounting or related field preferred) The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration Series 7 and 63 required Series 65/66 preferred (or ability to obtain) CFP or CIMA preferred
