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Wealth Management Consultant

2 months ago

Springfield, Illinois, United States Giombetti Associates Full time
Position Overview

Greetings, I am Ira Bryck, representing Giombetti Associates, a consulting firm dedicated to enhancing business operations and talent acquisition. We are currently in search of a vital team member for Grenier Financial Advisors, a thriving financial services firm led by women in Western Massachusetts.

We invite candidates with the necessary expertise and character to thrive as a salaried Financial Consultant and collaborate within a team environment. At Grenier Financial Advisors, we have cultivated a culture of teamwork and support, benefiting both our clients and our organization. The ideal candidate will have the chance to engage with existing clients across all dimensions of a comprehensive financial services firm while developing their skills as part of a leadership group.

We are in pursuit of an individual who is client-oriented, a problem solver, and possesses the interpersonal skills to identify our clients' needs and guide them towards financial stability. This role requires someone who can counsel, mediate, and support our clients through the various phases of their financial journey. We seek a dedicated learner, eager to continuously improve and excel.

The right candidate will collaborate with our team to expand our client base, consistently reaching out, engaging, and following up.

Our ideal candidate is compassionate and mature, understanding that strong relationships foster successful businesses. They should be detail-oriented, possess excellent analytical and communication skills, and be capable of multitasking with focus and enthusiasm. They strive to impress clients and work collaboratively.

A Financial Consultant is fundamental to the wealth management relationship and must exhibit a comprehensive understanding of all client-related functions, including planning, investments, insurance, retirement analysis, taxation, and estate planning. Responsibilities include developing, supporting, and managing assigned client relationships. The candidate should think creatively, strategically, and tactically; communicate effectively; and identify suitable solutions for each client's unique situation.

The Financial Consultant will operate under the guidance of the firm's principal to ensure a consistent message and exceptional level of care for our valued clients in a timely and team-oriented manner. By collaborating with the firm's esteemed clients, the Financial Consultant will focus on making significant contributions to both client and firm growth, ensuring that both new and existing clients receive the highest quality service.

Key Responsibilities:

  • Provide training and mentorship to team members in financial planning and business development.
  • Offer investment, planning, and operational support as necessary.
  • Collect, input, and analyze all essential client financial data, both independently and collaboratively.
  • Conduct final reviews of all meeting materials.
  • Develop and present financial plans and investment strategies tailored to individual client circumstances, adhering to the firm's planning processes and investment methodologies.
  • Maintain involvement in clients' investment strategies and recommend appropriate actions based on their goals and needs.
  • Review client insurance coverage and provide analysis and recommendations to the assigned client base.
  • Conduct scheduled client review meetings to identify planning needs and opportunities.
  • Analyze new financial strategies and legal changes to assess their impact on clients.
  • Collaborate with clients' other professional advisors to deliver comprehensive advice and service.
  • Work with the team to enhance the firm's policies and procedures, focusing on excellent operations and client service.
  • Serve as the primary contact for assigned client relationships.
  • Coordinate with support team members to manage the Total Client Experience.
  • Follow up on qualified prospects in collaboration with the team and firm principal.
  • Identify and pursue referral opportunities, particularly with centers of influence.
  • Complete backup duties as assigned.

Qualifications:

  • CFP designation is required.
  • Series 7 license and state health, life, disability, and variable annuity licenses.
  • Preferred experience in financial planning.
  • Strong computer skills, including advanced proficiency in Microsoft Office, Excel, and PowerPoint.
  • Excellent mathematical and analytical abilities.
  • Outstanding oral, written, and interpersonal communication skills.
  • Ability to maintain confidentiality and integrity.
  • Effective follow-up skills and ability to meet deadlines.
  • Meticulous attention to detail and accuracy.
  • Self-motivated with the ability to work independently and as part of a team.
  • Professional appearance and demeanor.

This job description does not restrict management's right to assign or reassign duties and responsibilities at any time.

Benefits: Three weeks of vacation to start, increasing to four weeks after ten years; generous paid sick leave; 401k with a 4% employer match; one floating holiday per year; half-day Fridays from Memorial Day to Labor Day; holidays off; and paid parking.

Compensation: $80,000 - $100,000 based on experience and capability, plus bonuses.

A background check is required.

About Giombetti Associates

Giombetti Associates is conducting this search for our client. Our mission is to enhance people's lives through self-discovery, providing honest feedback, and offering lifelong support. We empower individuals to achieve fulfillment, happiness, and ongoing success while helping organizations thrive through tailored learning experiences and sound advice.