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Financial Planning Specialist

2 months ago

Birmingham, Alabama, United States TalentLink Solutions Full time
Job Description

We are a Registered Investment Advisory Firm located in Birmingham, Alabama, with a unique approach to wealth management. Our nearly 50-year history has evolved us from an investment bank focused on municipal bond advisory and underwriting services to one that helps clients address complex financial problems and manage their capital. As an independent firm, we offer independent thinking for our clients, and our connection to them is the true difference. We're proud of our dedication to and support of our community, and we've consistently grown our wealth management business, working with approximately 100 families and 10 retirement plans. We value our people and encourage new ideas, promoting from within and developing our employees to deepen their skills and knowledge.

The Service Advisor is a key member of our team, working closely with a Lead Advisor on complex clients, supporting a set of clients directly, and providing direction to other team members. Primary responsibilities include preparing for and participating in client meetings, taking notes, and following up on action items. You will prepare financial plans, portfolio analyses, investment recommendations, and research clients' technical questions. Due to our client set, expertise in reviewing estate planning documents, a strong understanding of tax implications, and other complex financial planning topics is required. We believe in a long-term, steady approach to the markets and strive to provide value through planning and relationship building efforts. You will enjoy working with clients and helping nurture our relationships in partnership with a Lead Advisor as second chair and support clients as first chair equally. Collaboration is key in our team approach for all clients.

You will have enough experience in front of clients to be confident in almost any scenario, particularly with high-net-worth clients. You will be an extraordinary communicator and calm under pressure. You will have a high degree of empathy, and people will trust you easily because you are genuine and live to serve others. You will be a self-starter, taking initiative and having impeccable follow-through. You will pay great attention to detail. You will have great technical expertise and seek to use technology to leverage your capabilities and provide better service to clients. You will want to be a master of your craft and always look to better yourself. You will seek out ways to improve our client experience and education.

Responsibilities

  • Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention.
  • Act as first chair on existing and new relationships, overseeing onboarding and the ongoing delivery of the annual service calendar; act as second chair to the Lead Advisor, supporting and managing all aspects of the planning process for our more complex client cases
  • Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience
  • Participate in discovery process with prospective clients with the goal to lead the discovery process after time
  • Prepare agendas for client meetings and ensure timely completion of post-meeting action items
  • Complete financial planning analyses and wealth management activities; ensure client assets are invested in alignment with their risk tolerance and goals
  • Gather data from clients and analyze their current financial situation; strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation
  • Collaborate with the support team to deliver prompt and thorough client service
  • Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions
  • Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business
  • Produce quarterly content for external use
  • Maintain accurate records of client interactions and information in the CRM system
  • Representing the firm in a positive and professional manner
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualifications

  • Bachelor's degree, preferably in finance, financial planning, or a related field required
  • Series 65 and CFP required; pursuit of advanced degree or additional designations preferred
  • 5+ years' experience managing client relationships in financial planning or investment management
  • Experience working with various custodial platforms (Schwab, Fidelity, etc.)
  • Proficient in Excel, PowerPoint, Outlook and Salesforce (or similar CRM system)
  • Familiarity with financial planning (eMoney) and financial reporting (Black Diamond) systems
  • A genuine interest in serving and caring for clients
  • Subject matter expert in financial planning and complex client cases
  • Excellent verbal, written, presentation, listening, and interpersonal communication skills
  • Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
  • Must be organized, detail-oriented and able to manage and prioritize tasks

Compensation

  • We leverage industry data from multiple resources to determine compensation ranges. The base compensation range for this role is $90K-$125K and will be entirely based on experience and credentials.
  • Bonus plan
  • Health, Dental and Vision insurance, employer pays a portion of premiums
  • $100K Life insurance, employer-paid
  • Short-term and Long-term Disability, employer paid
  • 401k with 4% safe harbor matching contribution
  • $100 monthly stipend towards cell phone
  • Flexible Spending Account
  • Reimbursement of relevant and approved professional dues and memberships, study materials and exam fees
  • Support in approved volunteer work, through reimbursement of any dues and/or time off to participate in events