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Wealth Planning Specialist

2 months ago

Roanoke, Virginia, United States Gpac Full time
Job Summary

Gpac, a leading recruitment company, is partnering with a well-established company in the Wealth Management sector to find an experienced Wealth Planner to join their team.

Key Responsibilities
  • Articulate the value of financial plans and financial planning effectively to clients.
  • Sell financial plans and oversee the process of collecting payment from clients.
  • Conduct purposeful and inspiring planning meetings with clients to understand their financial needs.
  • Proactively communicate with clients throughout the planning process to ensure their needs are met.
  • Collaborate professionally with client's advisors and our virtual family office partners to provide comprehensive financial solutions.
  • Create thorough Financial Plans using the team's financial planning software (RightCapital or MoneyGuide Pro), as well as Microsoft Word and Excel.
  • Condense all recommendations from the financial plans into concise action plans for the client and the Wealth Manager.
  • Review completed plans with the Wealth Manager and Wealth Advisor before client presentations.
  • Share ideas for improving planning templates, processes, and resources for consideration.
  • Use CRM and client folders judiciously to document recommendations, decisions, and future actions.
  • Contribute to client acquisition by identifying opportunities for introductions and providing introductions to the Wealth Advisor, Retirement Plan Advisor, or Business Advisor.
  • Participate in occasional client events.
  • Participate in identifying, qualifying, and evaluating current and potential virtual family office partners.
  • Participate in and assist the Business and Family Office Advisor in planning and leading productive Family Office meetings.
Requirements
  • Bachelor's Degree and completion of CFP coursework and current ability to use designation.
  • Series 7 & 66 (or 63 and 65) (not required).
  • Life, Accident, and Health Insurance License (not required).
  • Two years of client-facing financial planning experience.
  • Proven ability to cultivate and sustain client relationships.
  • Proficient in all aspects of financial planning.
  • Passionate about holistic financial planning and client service with a commitment to personal growth and adaptability.
  • Excellent communication skills (verbal, written, and listening); adept at expressing complex ideas simply.
  • Ability to build rapport with clients, demonstrate empathy, and deliver professional recommendations, even in challenging situations.
  • Diligent in using CRM to document conversations and actions.
  • Highly proficient in RightCapital and MoneyGuide Pro or quick to become proficient.
  • Extensive experience with computers and Microsoft Office applications, especially Word, Excel, and Outlook.
  • Collaborative team player, capable of working well with employees at all levels.
  • Meticulous, detail-oriented, committed to excellence, personally accountable, proactive, and flexible.
Benefits
  • Competitive salary based on experience with bonus opportunities linked to team growth.
  • Support for professional accreditation/continuing education requirements and other educational/training opportunities.
  • Semi-Flexible work options.
  • Comprehensive coverage of employee medical, dental, and vision premiums.
  • 401(k) Plan with 100% match up to 6% plus Profit-Sharing.