Financial Services Professional
7 days ago
We are seeking a highly motivated and experienced Financial Advisor to join our team at Franklin Savings Bank. As a Financial Advisor, you will be responsible for cultivating and growing our client base, drafting and delivering financial plans for review, and implementing financial plans under the supervision of our advisory team.
Key Responsibilities:
- Cultivate and grow client base
- Draft and deliver financial plans for review
- Implement financial plans under the supervision of advisory team
- Participate in client meetings, deliver presentations and answer questions
- Take clients through reviews and follow-up/follow-through
- Understand and support the firm's vision, mission and strategy
- Participate in the completion of the firm's strategic initiatives
- Work with the team to grow the firm in a manner consistent with our vision
- Improve the referral stream through outstanding client service
Requirements:
- College degree preferred
- Series 65 is a requirement of the job and is financially supported, as needed, by the firm.
- Ideally, two or more years of client facing financial planning experience preferably for the benefit of individuals and families.
- Foundational understanding of comprehensive financial planning and asset management
- Expertise in client service
- Strong Communication with clients and internally within the team
- Strong analytical, organizational and time management skills.
- Excellent interpersonal and communication skills, both written and verbal.
- Detail-oriented with a focus on delivering optimal client service.
- Ability and desire to continue to learn and develop
- Ability to spot inefficiencies (internal or external) and work with the team on process improvements
- Demonstrated aptitude for financial planning disciplines including income taxes, investments, insurance, and trusts and estates. (Professional designations such as CFP or MSFP or progress toward are a plus)
- Proficiency in MS Office with a demonstrated aptitude for mathematics and Excel spreadsheets is necessary; experience with planning applications and RedTail is a plus.
Working Conditions:
Minimal physical effort required with some lifting required with handling of light materials and supplies. Physical effort is involved with respect to dexterity and visual attention as needed for the frequent operation of personal computers and other office equipment. Position is normally seated with the freedom of movement on a regular basis.
Equal Opportunity Employer:
Franklin Savings Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.
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