Financial Planning Specialist
2 weeks ago
The Ladders is collaborating with a prominent financial services firm to deliver an outstanding client experience. Our mission is to empower clients in making informed investment and financial planning decisions. We take pride in our commitment to exceptional service, fostering a collaborative team atmosphere, and maintaining a strong dedication to our clients. Our approach is tailored to meet the distinct needs of our clients, focusing on personalized, goal-oriented planning that has led to consistent growth in our valued client base. Financial Advisors at The Ladders evaluate and address the future financial and investment requirements of our clients, demonstrating attention to detail and a strong ambition for professional advancement within a motivated team.
Key Responsibilities
- Establish and nurture relationships with both new and existing investment and financial planning clients.
- Evaluate clients' immediate and long-term investment requirements.
- Provide guidance on investment strategies and financial decisions.
- Create presentations that recommend various financial products.
- Monitor and communicate portfolio performance to clients.
- Develop and update financial plans based on client circumstances.
- Enhance referral relationships within and outside the financial organization.
- Implement best practices and systematic processes using industry analytics and strategic planning tools.
- Engage in local groups and presentation opportunities as suitable.
- Proactively refer additional financial products and services aligned with organizational goals.
- Stay informed on industry developments, regulations, and product offerings.
- Complete necessary continuing education promptly and maintain all required licenses.
- Adhere to all regulations set forth by relevant authorities.
- Proven experience in developing comprehensive financial strategies and recommending financial solutions.
- Extensive knowledge of investment products and financial planning services.
- Familiarity with financial planning software.
- Exceptional written, verbal, and presentation communication skills.
- Strong technological proficiency.
- Dedicated work ethic, results-driven, and highly goal-oriented.
- Ability to present oneself confidently and establish credibility.
- Strong analytical and critical thinking skills with prudent decision-making capabilities.
- A collaborative team player with a proven ability to cultivate effective partnerships.
- A respected business partner who can diplomatically manage conflicts.
- Excellent time management and organizational skills to handle multiple high-level tasks simultaneously.
Required:
- Relevant financial industry licenses.
- Minimum three years of experience in financial services.
- Successful completion of background checks and assessments.
- Four-year degree in a business-related field.
- Professional certifications in financial planning.
- Experience in a banking or credit union environment.
The Ladders is an equal opportunity employer committed to fostering a diverse workforce. We welcome all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.
Additional Information
- Job Family: Wealth Management
- Job Function: Financial Advisory
- Pay Type: Hourly
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