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Client-Centric Financial Consultant

2 months ago

Lisle, Illinois, United States Vantage Point Financial Full time
Job Overview

Financial Advisor - Focused on Service and Strategic Planning

As a Service and Strategic Planning Financial Advisor at Vantage Point Financial, you will act as a reliable consultant for both new and existing clients, guiding them through our comprehensive financial services with expertise and commitment. Your primary responsibility will be to empower clients, perform detailed financial assessments, and provide tailored financial strategies to help them achieve their aspirations.

We seek candidates who exhibit strong organizational abilities, meticulous attention to detail, and effective time management skills. Ideal applicants will demonstrate self-motivation, resilience, and a results-driven approach. Excellent communication skills, both written and verbal, are crucial, along with the capability to confidently present financial products in various environments. Candidates should be adept at engaging with clients to showcase and promote services while adhering to professional standards and maintaining confidentiality. A collaborative spirit and a desire for mentorship and growth within a team setting are highly valued. Furthermore, the ability to navigate complex regulatory frameworks is essential.

Compensation: $75,000 - $100,000 annually

Key Responsibilities:

At the core of our business model is the creation of a client-focused culture that fosters success and growth. Prioritizing client needs and crafting effective solutions is integral to our mission.

As a Service and Strategic Planning Advisor, your responsibilities will include:

  • Managing an existing client portfolio while actively pursuing new business opportunities.
  • Building client relationships in collaboration with lead advisors and associate advisors.
  • Assisting lead advisors in client interactions, including preparation, execution, documentation, and follow-up.
  • Contributing to the development and execution of financial plans and strategies for clients.
  • Ensuring efficient handling of client transactions and inquiries to uphold high service standards.
  • Establishing strong relationships with team members and internal departments to enhance client service.
  • Maintaining accurate records of all client communications.
  • Participating in client engagement events and informational sessions as needed.
  • Providing support before and after client meetings for the advisory team.
  • Conducting thorough research and problem-solving to effectively address client concerns.
  • Preparing various reports for the advisory team and office use on a regular basis.
Ideal Candidate Profile:

If you resonate with the following qualities, you may be an excellent fit for this position:

  • You excel in delivering outstanding service to clients.
  • You have a passion for Financial Planning.
  • You can provide customer service at a premium level.
  • Your attention to detail is exceptionally high.
  • You are committed to following through on tasks.
  • Prioritizing clients' needs is essential to you.
  • You thrive as a collaborative member of a successful team.
  • You embody a nurturing mindset in your professional approach.
Qualifications:

Minimum Requirements:

  • 5+ years of experience in roles such as Associate Financial Advisor, Financial Consultant, or similar positions in the financial services industry.
  • A Bachelor's degree is required.
  • Proficiency in CRM software and database management (e.g., Salesforce, Redtail, Advyzon, etc.).
  • Comfortable with digital tools for onboarding and client servicing.
  • Experience with financial planning software (e.g., RetireUp, Right Capital, eMoney, Money Guide Pro, etc.).

Preferred Qualifications:

  • SIE (Securities Industry Essentials) Certification is advantageous.
  • Active FINRA Series 65 Securities Licensing is preferred.
  • Life & Health Insurance Licensing is a plus.
  • Current CFP or a CFP Candidate in progress is desirable.
About Vantage Point Financial:

Vantage Point Financial, LLC is a rapidly expanding holistic financial planning firm. Our mission is to empower our clients, team members, and community to achieve more than they ever thought possible. We offer comprehensive financial planning services that integrate top-tier wealth management, strategic tax planning, and specialized financial services to create personalized plans for our clients at every life stage.

Benefits:
  • Competitive salary with performance-based incentives.
  • Comprehensive health and dental insurance coverage.
  • Generous retirement savings plan with employer contributions.
  • Opportunities for continuing education and professional development.
  • Access to advanced financial planning tools and technology platforms.
  • Career advancement opportunities within the organization.