Financial Planner
2 weeks ago
We are seeking a highly skilled and motivated Financial Advisor to join our team at Franklin Savings Bank. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and asset management services to our clients.
Key Responsibilities:- Cultivate and grow client relationships through exceptional customer service and financial planning expertise.
- Draft and deliver customized financial plans that meet the unique needs and objectives of each client.
- Implement financial plans under the supervision of our advisory team, ensuring seamless execution and excellent client outcomes.
- Participate in client meetings, deliver presentations, and answer questions to provide expert guidance and support.
- Take clients through reviews and follow-up/follow-through to ensure ongoing satisfaction and financial well-being.
- Understand and support the firm's vision, mission, and strategy, participating in the completion of strategic initiatives to drive business growth.
- Work collaboratively with our team to grow the firm in a manner consistent with our vision, improving the referral stream through outstanding client service.
- College degree preferred.
- Series 65 certification is a requirement of the job and will be financially supported by the firm as needed.
- Ideal candidate will have two or more years of client-facing financial planning experience, preferably in individual and family wealth management.
- Foundational understanding of comprehensive financial planning and asset management.
- Expertise in client service, with strong communication and interpersonal skills.
- Strong analytical, organizational, and time management skills.
- Excellent written and verbal communication skills.
- Detail-oriented with a focus on delivering optimal client service.
- Ability and desire to continue learning and developing.
- Ability to identify inefficiencies and work with the team on process improvements.
- Demonstrated aptitude for financial planning disciplines, including income taxes, investments, insurance, and trusts and estates.
- Proficiency in MS Office, with a demonstrated aptitude for mathematics and Excel spreadsheets.
- Ability to participate in client meetings, with possible travel (
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Financial Planner
1 week ago
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