Senior Financial Strategist
2 weeks ago
Job Type: Full-time
Description:
The Senior Financial Planner plays a pivotal role in supporting our team of financial advisors by maintaining excellent client relationships and providing in-depth financial analysis to develop customized plans. This position requires strong technical skills, excellent communication, and a passion for delivering exceptional client service.
Key Responsibilities:
1. Financial Planning
* Prepare customized financial plans tailored to our clients' unique needs.
* Provide technical support and guidance to our advisors and clients.
* Develop high-quality reports and presentations that integrate biblical principles and wisdom.
2. Investment Management
* Implement investment transactions according to advisor instructions.
* Perform tax loss harvesting, account rebalancing, and other investment management tasks.
3. Client Support
* Ensure readiness for client meetings and other interactions.
* Record and follow up on key meeting takeaways.
* Prepare follow-up letters and other correspondence for clients.
4. Team Leadership
* Provide training and support to financial planners within our Wealth Solutions Division.
* Share best practices and documents new procedures and systems.
5. Business Development
* Identify and pursue business opportunities.
* Develop a growing ability to create and seize new business opportunities.
Requirements:
* In-depth knowledge of biblical principles and scriptural references to money and finances.
* Strong verbal and written communication and presentation skills.
* Proven decision-making and discernment.
* Ability to serve clients and others with excellence.
* Strong technical, analytical, and problem-solving skills.
* Proficiency in Microsoft Office and industry-specific software.
Education, Experience & Skills:
* Bachelor's degree in finance, financial planning, or accounting.
* Minimum 2-5 years of experience in the Financial Planner role.
* Completion of the Certified Financial Planner or other applicable professional designation.
Physical Demands:
* Ability to travel for business purposes, including a limited number of trips per year.
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