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Senior Wealth Management Consultant

2 months ago

MagstattleBas, Grand Est, United States Stevens Capital Partners Full time

Job Overview:

We are in search of a driven and skilled Senior Wealth Management Consultant to play a pivotal role in providing all-encompassing financial guidance to our clientele. This position will focus on the final stages of the CFP Board's Financial Planning Process, which entails collaborating closely with clients to collect pertinent information, assess data, formulate recommendations, execute strategies, and consistently review financial plans. The role necessitates regular client engagement, the formulation of financial planning proposals, teamwork with cross-functional groups, and the precise upkeep of our internal CRM system. We are looking for a distinguished Lead Financial Advisory Specialist to become an integral part of our organization and assist us in achieving new heights of success.

Key Responsibilities:

· Cultivate and sustain strong client relationships, understanding their financial goals, and providing customized solutions.

· Actively participate in and lead client discussions.

· Support Business Development efforts in acquiring new clients through involvement in the sales process and generating referrals from current clients.

· Utilize your sales expertise to attract and retain clients, significantly contributing to the expansion of our firm.

· Proactively identify new business prospects and collaborate with team members to enhance client relationships.

· Responsible for fostering Loyal Client Advocates and generating new clients through these connections.

· Create opportunities and represent Stevens Capital Partners at public speaking engagements, including community and industry events.

· Assist in the development and delivery of training programs, including coaching team members on financial planning methodologies.

· Develop comprehensive financial plans that integrate investment strategies, retirement planning, estate planning, tax optimization, and more.

· Stay informed about industry and economic trends and apply this knowledge to client service and relationships.

· Continuously update and refine financial planning recommendations.

· Remain current with industry trends and regulations, consistently enhancing your knowledge and expertise.

· Perform any additional duties as assigned.

Essential Qualifications:

· CFP Certification is mandatory.

· Proven history of strong sales capabilities and the ability to expand a practice.

· Experience in growing a client portfolio.

· Exceptional financial planning and analytical skills.

· Excellent communication and interpersonal abilities.

· Commitment to the highest ethical standards and fiduciary duty.

· Relevant educational background in Finance, Accounting, or Business Administration.

· Bachelor's degree required.

· A minimum of 5 years of experience in the financial services sector.

· Successful background and credit check.

Desired Attributes:

· Self-driven and independent.

· Dedicated to personal growth and the development of others.

· Strong attention to detail.

· Open to coaching and continuous learning.

· Possesses a respectful and approachable communication style.

· A proactive individual with a self-starter mentality.

· Maintains awareness of industry and economic trends and applies knowledge to client service and relationships.