Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their "Life Plan".
Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
Communicates our unique value proposition to prospective clients and works to establish themselves as their trusted financial advisor.
Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team.
Creates opportunities and represents their team at public speaking events including community events, industry events, etc..
Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.
Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.
Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.
Assist with development and presentation of training programs including coaching of team members on financial planning strategies.
Your Experience
Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
Unquestioned commitment to integrity in personal and professional activities.
Highly motivated with ability to function well in a fast-paced environment.
Self-starter by nature.
Excellent organizational, leadership, communication and presentation skills.
Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.