Financial Planning Specialist
4 hours ago
Vantage Point Financial is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and live a life beyond what they thought possible.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Provide exceptional client service, responding to client inquiries and concerns in a timely and professional manner.
- Collaborate with the lead advisor team and associate advisors to cultivate client connections and pursue new business opportunities.
- Support lead advisors in client and prospect interactions, including meeting preparation, meeting execution, and client follow-up.
- Assist in the formulation and implementation of financial plans and strategies for both current and prospective clients.
- Ensure seamless handling of client transactions, inquiries, and concerns to maintain concierge-level service standards.
- Foster strong working relationships with team members and internal departments to deliver exceptional client service.
- Document and maintain records of all client and prospect communications.
- Participate in client sales events and informational sessions as required.
- Actively participate in pre and post-client meeting support for the Advisor Team.
- Conduct thorough research and problem-solving to address client issues effectively.
- Prepare various reports on a daily, weekly, monthly, and annual basis for Financial Advisor(s) and office use.
- At least 5+ years of experience in roles such as Associate Financial Advisor, Financial Consultant, or similar in the financial services sector.
- A minimum of a Bachelor's degree.
- Proficiency in CRM software/database management (e.g., Salesforce, Redtail, Advyzon, etc.)
- Comfortable and adept with digital tools for onboarding and servicing.
- Experience with financial planning software (e.g., RetireUp, Right Capital, eMoney, Money Guide Pro, etc.)
- SIE (Securities Industry Essentials) Certification is a plus.
- FINRA Series 65 Securities Licensing (Must be Active & in good standing) is a plus.
- Life & Health Insurance Licensing is a plus.
- Current CFP or current CFP Candidate In-Process is a plus.
Vantage Point Financial, LLC is a fast-growing holistic financial planning firm in Lisle, IL. Our mission is to lead and empower our clients, team members, and community to achieve more in life than they thought possible. We provide comprehensive financial planning services that combine top-tier wealth management, smart tax planning, and niche financial services to create individualized plans that work for our clients at every stage of life.
Benefits:
- Competitive salary and performance-based incentives.
- Comprehensive health & dental insurance coverage.
- Generous retirement savings plan with employer contributions.
- Continuing education and professional development opportunities.
- Access to cutting-edge financial planning tools and technology platforms.
- Opportunities for career advancement and progression within the organization.
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