Wealth Management Specialist
2 weeks ago
Streamline Financial Services is a leading retirement firm seeking a highly skilled Wealth Advisor to join our team. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals and secure their financial futures.
About the Role
We are looking for a motivated and experienced professional to join our team as a Wealth Advisor. In this role, you will be responsible for providing expert financial guidance to our clients, helping them to make informed decisions about their investments and financial planning. You will work closely with our team of financial advisors and client service professionals to deliver exceptional client service and support.
Key Responsibilities
- Provide expert financial guidance to clients, including investment advice and financial planning.
- Work closely with the sales team to convert warm prospects into clients.
- Utilize our marketing CRM to follow up with prospects and set meetings.
- Prep and run intro calls, one-page plans, logistics meetings, and welcome calls.
- Meet with the sales team for regular sales training and feedback.
- Track conversion rate from Intro Call to Client.
- Build long-term relationships with clients and provide ongoing support.
Requirements
- 4+ years of experience in financial services.
- CFP certification or on the track to get it within the next 6 months.
- Experience with eMoney, Holistiplan, Hubspot, and Orion.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
What We Offer
- A hybrid office environment with remote work options.
- Monthly access to a dedicated strengths coach to help you be the best version of yourself.
- A kitchen stocked with food and drinks.
- 401(k), health, and long term disability benefits.
- Access to dental and vision plans.
- PTO (personal time off) starting at 4 weeks plus major holidays.
- MacBook computer and iPad for work use.
- Open office concept with plenty of workspace, windows, and roof access.
- Fee-free Charitable Giving Fund where you direct a portion of our profits to causes that you care about.
Language
English
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