Financial Consultant
2 weeks ago
The Financial Consultant (FC) is responsible for development of new business in the investment advisory and brokerage product areas. The FC may also be responsible for management of existing business in the local markets. As part of the top advisory team at JFG and with the lead Financial Advisor, the FC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.
Key Responsibilities:
- Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives.
- Responsible for partnering with Lead Financial Advisor to develop and implement sales techniques resulting in growth in assets under management and revenue growth resulting in a profitable book of business.
- Proactively review current book to ensure proper client segmentation and transition to appropriate resources.
- Ability to articulate and conversant in all aspects of JFG business offerings as well as financial industry topics/trends and financial planning topics.
- Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and consumer banking.
- Matching prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship.
- Understand client's financial objectives through consistent purposeful discovery process by integrating financial planning concepts and process.
- Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship.
- Complete, timely and accurate documentation of client relationship information.
- Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
- Basic knowledge of financial planning concepts and process
- Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
- Responsible for meeting or exceeding sales, assets under management, and introduction goals.
- Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.
- Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations.
- Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business Meets or exceeds client retention goals.
Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
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