Client Relationship Financial Consultant

1 week ago

Fort Wayne, Indiana, United States Vestia Personal Wealth Advisors Full time
Job Overview

Are you a results-driven individual with a strong desire to assist healthcare professionals in reaching their financial goals? If you excel in collaborative environments, take initiative, and enjoy building meaningful relationships, we encourage you to explore opportunities with Vestia Personal Wealth Advisors. We are a growing financial advisory firm with a commitment to excellence and a team-oriented culture.

Position Summary:

The Client Relationship Financial Consultant plays a crucial role in nurturing existing client partnerships, delivering financial advice, and initially working under the guidance of experienced mentors before taking on independent responsibilities as the main point of contact for clients. This position involves close collaboration with Client Service Administrators to ensure a consistently high-quality client experience. The emphasis is on managing client relationships rather than pursuing new business development. The role typically requires a commitment of 40 hours per week during standard business hours, with options for remote work and occasional evening meetings to accommodate client schedules.

Key Responsibilities:

  • Maintain regular communication with assigned clients to provide ongoing financial advice
  • Develop specialized knowledge within the firm and specific practice areas
  • Prepare and implement financial planning recommendations
  • Engage in client meetings
  • Collaborate with colleagues across various service lines to enhance client service
  • Accurately input data into financial planning software
  • Execute financial strategies
  • Monitor and revise financial plans as necessary
  • Document detailed notes during client interactions
  • Coordinate follow-ups with Client Service Administrators
  • Network to broaden professional connections
  • Act as a support for Lead Financial Advisors
  • Uphold client confidentiality
  • Perform additional tasks as required
  • Adapt to flexible scheduling, including evening meetings and travel as needed
  • Possess a solid background in financial services or a related field

Required Qualifications:

  • Bachelor's Degree or equivalent professional experience
  • Series 65 License (or equivalent)
  • Life & Health Insurance License to be obtained within 30 days of employment
  • Proficiency in Microsoft Office and a quick aptitude for learning new software
  • Strong interpersonal, time management, written communication, and organizational skills
  • Willingness to relocate to the designated area

Preferred Qualifications:

  • CERTIFIED FINANCIAL PLANNERTM (CFP) training or certification
  • 3 years of experience in finance or 5 years in customer service/social sectors
  • Familiarity with MoneyGuidePro, Salesforce, or similar tools

Potential Career Advancement:

  • Certification in CFP or CPWA
  • Specialized training or certification opportunities
  • Promotion to Lead Financial Advisor after a minimum of 3 years in the Client Relationship Financial Consultant role

Employee Benefits:

  • Health Insurance
  • 401k and Profit-Sharing Plans
  • Success Sharing Bonus
  • Flexible Work Hours and Paid Time Off
  • Parental Leave Policy

Diversity and Inclusion Statement:

At Team Vestia, we prioritize diversity and equal opportunity as fundamental aspects of our identity. We strive to cultivate a team with a variety of backgrounds, perspectives, and skills to strengthen our collective capabilities.

About Vestia Personal Wealth Advisors:

Vestia Personal Wealth Advisors is dedicated to managing the financial well-being of a diverse clientele. Since our establishment, we have successfully grown our operations and oversee significant investment assets, supported by a collaborative team that thrives on mutual assistance and shared objectives.

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