Wealth Management Professional
5 days ago
Streamline Financial Services is a nationally recognized retirement firm seeking a skilled Wealth Advisor to join our team. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals and live a more fulfilling life.
About Us
With over 8 million views on YouTube and 30+ monthly inbound leads, we are a leader in the financial services industry. Our strong faith-based culture and commitment to excellence make us an attractive choice for professionals who share our values.
Job Responsibilities
As a Wealth Advisor, you will be responsible for:
- Converting warm prospects into clients through our proven system
- Utilizing our marketing CRM to follow up with prospects and set meetings
- Preparing and running intro calls, one-page plans, logistics meetings, and welcome calls
- Meeting with the sales team for regular sales training and feedback
- Tracking conversion rates from intro calls to clients
- Building long-term relationships with clients and serving as their lead advisor
Supporting Our Clients
You will work closely with our team of CFP professionals to provide exceptional client service and support. This includes:
- Learning our custom 3-Meeting Process to provide value to clients
- Meeting weekly with lead advisors to prepare for meetings
- Taking notes on key client decisions, updates, and account trades
- Capturing and assigning post-meeting follow-up tasks
- Actively working to increase knowledge of biblical financial principles
- Onboarding new clients and assisting with one-page plans
- Collaborating with the client service team to provide exceptional service
Requirements
We are seeking a candidate with:
- 4+ years of experience in the financial services industry
- CFP certification or on the track to obtain it within the next 6 months
- Experience with eMoney, Holistiplan, Hubspot, and Orion
- Strong core values, including being generous, curious, humble, positive, effective, and excellent
Benefits
We offer a competitive compensation package, including:
- Hybrid office environment with remote work options
- Monthly access to a dedicated strengths coach
- A kitchen stocked with food and drinks
- 401(k), health, and long-term disability benefits
- Access to dental and vision plans
- PTO starting at 4 weeks plus major holidays
- MacBook computer and iPad for work use
- Open office concept with plenty of workspace and windows
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