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Financial Planning Officer

1 month ago

Clayton, United States Central Bank Full time

Job Description

Overview

Central Trust Company provides world-class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. You can benefit and grow your business by utilizing the vast resources and platform available to our advisors. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back for more than 120 years.

Job Summary

The Wealth Management Advisor (WMA) works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, estate planning needs, and more. The WMA will work closely with other wealth professionals on the team to provide advice on all aspects of the client relationship. The WMA is responsible for helping close new business development opportunities, portfolio implementation, and providing unbiased and conflict-free client advice. WMA is the point of contact for all client relationships in their book. A successful Wealth Management Advisor will be an attentive listener, driven to grow personally and professionally, an experienced planner, and clear and concise in presenting the services offered by Central Trust Company (or its RIA affiliate).

Job Duties

Serve as the point of contact for prospective and current wealth management clients

Create, deliver, execute, and manage complex financial plans

Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues

Responsible for client relationship management and retention by instilling confidence through demonstrated expertise

Work with our Bank partners to expand the relationship and increase market share in their local region

Complete other duties as assigned

Requirements

Required Qualifications

Bachelor’s degree, preferably in a related field such as finance, business, or accounting

CFP designation

7 or more years in the financial services industry with relevant experience in a client-facing role

Ability to discuss and present complex financial planning topics to clients and prospects

Highly effective interpersonal, relationship management, and communication skills, with a strong attention to detail

Preferred Qualifications

10 or more years in the financial services industry with relevant experience in a client facing role

Graduate degree consisting of MBA, JD, or CPA