Financial Planning Specialist

1 month ago

Lisle, Illinois, United States Vantage Point Financial Full time
Job Overview

Vantage Point Financial is seeking a skilled Financial Planning Specialist to join our team. As a Service and Planning Financial Advisor, you will serve as a trusted advisor to new and existing clients, helping guide them through the Vantage Point Experience with expertise and dedication.

Your primary focus will be on leading and empowering clients, conducting in-depth financial analysis, and delivering personalized financial planning to help clients live a life beyond what they thought possible.

Our ideal candidate will possess excellent organizational skills, attention to detail, and proficiency in task prioritization and time management. They should demonstrate self-motivation and a commitment to follow through, along with confidence, resilience, and a goal-oriented mindset.

Exceptional communication skills, both written and verbal, are essential, as is the ability to articulate financial products confidently in various settings. The candidate should be comfortable engaging with clients, both new and existing, to showcase and sell products while adhering to office protocols and maintaining client confidentiality.

A keenness to collaborate within a team environment, along with a desire for mentorship and professional development, is highly valued. Additionally, the candidate should have the ability to navigate complex regulatory and compliance frameworks effectively.

Key Responsibilities:

  • Effectively oversee an existing portfolio of clients while actively seeking new business opportunities.
  • Cultivate client connections in collaboration with the lead advisor team and associate advisors.
  • Support lead advisors in client and prospect interactions, including meeting preparation, meeting execution, meeting not summaries, 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.

Requirements:

  • 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.)

Preferred Qualifications:

  • 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.

About Vantage Point Financial

Vantage Point Financial, LLC is a fast-growing holistic financial planning firm in Lisle, IL. We provide comprehensive financial planning services to create individualized plans that work for our clients at every stage of life. We also want to help you reach your full potential. We are looking for hard-working candidates with a passion for financial planning and who genuinely enjoy making a difference in people's lives.

Benefits:

  • Competitive salary and performance-based incentives.
  • Comprehensive health and 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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