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Lead Financial Strategist

2 months ago

Charlotte, North Carolina, United States Jobot Full time

About the Role:

We are seeking a highly skilled and experienced Lead Financial Strategist to join our team at Jobot. As a key member of our financial services team, you will be responsible for providing exceptional financial planning and wealth management services to our clients.

Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with clients, providing personalized financial planning and wealth management services to meet their unique needs and goals.
  • Wealth Management Strategy: Craft, execute, and manage comprehensive wealth management strategies that align with clients' passions and goals, utilizing internal and external resources as needed.
  • Value Proposition: Articulate our distinctive value proposition to potential clients, positioning our firm as their trusted financial advisor and partner in achieving their financial goals.
  • Community Engagement: Develop and strengthen connections within the community, fostering a strong network of relationships and partnerships that support our clients' financial well-being.
  • Team Leadership: Lead a local service team, collaborating with colleagues to ensure high client retention and satisfaction, and maintaining an unwavering focus on exceptional service.

Requirements:

  • Certifications: Must be a Certified Financial Planner (CFP) and hold a minimum of a Bachelor's degree.
  • Experience: Have a minimum of 6 years of experience in financial and/or estate planning within a professional financial services company or wealth management firm.
  • Skills: Be proficient in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.

About Jobot:

Jobot is a leading financial services company dedicated to providing exceptional wealth management and financial planning services to our clients. We are committed to fostering a remarkable environment where everyone can prosper, and we seek motivated individuals with a 'How can I help?' mindset to join our team.