Wealth Management Professional

4 weeks ago


Warrenville, Illinois, United States Streamline Financial Services Full time
Lead Advisor Opportunity

Streamline Financial Services is seeking a highly skilled Wealth Management Professional to join our team. As a Lead Advisor, you will play a critical role in helping us grow our business by providing exceptional service to our clients and identifying new opportunities for growth.

Key Responsibilities:
  • Convert warm prospects into clients through our proven system
  • Utilize our marketing CRM to follow up with prospects and set meetings
  • Prep and run intro calls, one-page plans, logistics meetings, and then set up the welcome call
  • Meet with the sales team for regular sales training and feedback
  • Track conversion rate from Intro Call to Client
  • Build long-term relationships where you are the lead advisor
Support Advisor Role

In addition to your lead advisor responsibilities, you will also serve as a Support Advisor to our best clients, providing them with exceptional service and support. You will work closely with our team of CFP professionals to learn our custom 3-Meeting Process and provide value to our clients that exceeds what they pay us.

  • Learn our custom 3-Meeting Process of providing value to our clients that exceeds what they pay us.
  • Meet weekly with the lead advisors on meetings you are helping to prep for.
  • Take notes on key client decisions, updates to client information, account trades, client to-dos, agenda for upcoming meetings.
  • Capture and assign all post-meeting follow-up tasks.
  • Actively work to increase knowledge of biblical financial principles so clients are helped in a consistent and thoughtful manner.
  • Learn how to onboard a new client and assist in the preparation of One-page plans.
  • Collaborate with the client service team to help provide exceptional client service
  • Communicate effectively in person, in writing, and verbally with clients, prospects, and the team at Streamline.
  • Learn how to add Investment Alpha, Tax Alpha, and Time Alpha for clients
Requirements:
  • 4+ years of experience
  • CFP certificant or on the track to get it within the next 6 months
  • Experience with eMoney, Holistiplan, Hubspot, and Orion
  • Core Values
    • Be Generous - Use what God gave us for His glory and the good of others.
    • Be Curious - Never stop learning and growing.
    • Be Humble - Seek to do the right thing, but admit when you didn't get it right.
    • Be Positive - Focus on the good from every situation.
    • Be Effective - Keep things simple and provide only the most meaningful information
    • Be Excellent - Do excellent work that wow the people around you
  • Bonus Points
    • Experience with: Google workspace, Apple Products,, Zoom, and
Benefits:
  • Hybrid office environment: M/F are remote work and T/W/R are in office in Warrenville, IL.
  • Monthly access to dedicated strengths coach to help you be the best version of yourself.
  • Work with like-minded Christian business people who put God at the center of all they do.
  • A kitchen stocked with food and drinks.
  • 401(k), health, and long term disability benefits.
  • Access to dental and vision plans.
  • PTO (personal time off) starting at 4 weeks plus major holidays.
  • MacBook computer and iPad for work use.
  • Open office concept with plenty of workspace, windows, and roof access.
  • Fee-free Charitable Giving Fund where you direct a portion of our profits to causes that you care about.


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