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Principal Financial Consultant

2 months ago

Stamford, Connecticut, United States Jobot Full time
Exciting opportunity for a Certified Financial Planner to serve as a personal Chief Financial Officer and oversee clients' wealth management strategies.

About Us:

At Jobot, we pride ourselves on being a frontrunner in the financial services industry, committed to creating an exceptional workplace where all team members can thrive. With over two decades of experience, our dedication to collaboration and client satisfaction has propelled our growth, now managing over $19 billion in assets under management for a diverse clientele exceeding 4,000.

Why Join Our Team?

Every member of our organization has the chance to participate in ownership of the firm, which has consistently been recognized as one of the Best Places to Work. Our comprehensive benefits package includes:
  • Competitive compensation structures
  • Profit-sharing opportunities
  • Comprehensive health coverage
  • Emphasis on work/life balance
  • Flexible working arrangements


Position Overview:

Key Responsibilities:
  • Manage client relationships, ensuring an exceptional experience while developing, implementing, and overseeing a wealth management strategy that aligns with their individual goals and aspirations.
  • Leverage both internal and external resources to fulfill client requirements in areas such as Estate Planning, Tax Strategy, Investment Management, Risk Assessment, and Comprehensive Financial Planning.
  • Clearly communicate our unique value proposition to prospective clients, positioning the firm as their trusted financial partner.
  • Actively engage in community networking to strengthen connections.
  • Foster and maintain robust relationships with custodial retail branches in collaboration with the national team.
  • Lead a local service team, promoting strong collaboration to ensure high levels of client retention and satisfaction, with a steadfast commitment to outstanding service.

Qualifications:
  • Must hold a Certified Financial Planner designation and possess at least a Bachelor's degree.
  • A minimum of 6 years of experience in financial or estate planning within a reputable financial services or wealth management firm.
  • Proficient in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.


Interested in learning more? We encourage you to explore this opportunity further.