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Client Relationship Financial Consultant

2 months ago

Brighton, Michigan, United States Strickler Financial Group Full time

Client Relationship Financial Consultant

Are you eager to advance your career and join a dynamic team? Do you have a passion for comprehensive financial planning? Are you committed to continuous learning and relationship building? If these resonate with you, we invite you to explore this opportunity with us at Strickler Financial Group.

The Client Relationship Financial Consultant will play a pivotal role in the ongoing execution of clients' retirement strategies while nurturing client relationships. The ideal candidate will be someone who genuinely enjoys connecting with others and possesses experience in guiding families through the intricacies of retirement planning. This position offers a unique environment focused on high-quality client communication without the pressure of prospecting or extensive paperwork.

In collaboration with the Lead Advisor, the Consultant will assist in the client onboarding process and facilitate post-meeting communications, including updating client management systems and submitting necessary requests to the client service team. After the initial onboarding phase, the Consultant will take on the primary advisory role, maintaining client relationships through regular meetings, phone interactions, and client events. Coordination with specialists in areas such as estate planning, insurance, and tax will also be part of the role. By delivering exceptional service, the Consultant will be expected to gather new assets from existing clients during significant life events, as well as through referrals.

Key Attributes:

  • Approachable and likable
  • Positive mindset
  • Willingness to learn and adapt
  • Empathetic nature
  • Strong follow-through
  • Collaborative team player

Essential Qualifications:

  • Preferred college degree
  • Minimum of 3 years of experience in financial services
  • Required certifications: Series 65 and Life & Health licenses
  • Excellent organizational and interpersonal skills
  • Strong analytical and mathematical abilities
  • Exceptional verbal and written communication skills
  • Proficient in Microsoft Office Suite
  • Experience with financial planning software is essential
  • Familiarity with client relationship management systems is preferred

Role Responsibilities:

  • Create tailored financial plans for clients
  • Assist clients with various financial products including annuities and managed funds
  • Provide comprehensive financial advice encompassing investments, insurance, and retirement
  • Build and maintain strong client relationships
  • Engage in continuous professional development
  • Meet clients at designated office locations
  • Participate in occasional evening events for marketing and client engagement
  • Travel as required for client meetings and events

Compensation Package:

  • Base salary ranging from $70,000 to $100,000, commensurate with experience
  • Performance-based bonuses tied to client retention, asset management, and referrals
  • Total compensation potential between $80,000 and $250,000

Benefits Offered:

  • Four weeks of paid time off
  • Health, dental, and vision insurance with a significant portion of premiums covered
  • 401(k) plan with employer contributions
  • Incentive trips for individual and team performance