Compensation - $100-$135K base salary plus motivating commissions, benefits & profit sharing
Our client, a well-established Forbes ranked Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. The firm is in hyper growth mode and is looking for someone to grow with them in their fast-paced environment. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, be systems-oriented and have strong organizational skills. In return, you will find this position offers flexibility, a collaborative team atmosphere, and opportunities for personal and professional growth.
Responsibilities
- Serves as primary client-facing point of contact on behalf of the firm for a newly acquired book of business
- Focuses on complete client care and delivering on promises made to the client
- Directly responsible for client satisfaction with firm and retention of client accounts
- Manages and supervises formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client individually
- Increase assets under management from an assigned client base
- Develop new revenue opportunities to service existing clients more effectively
- Build Loyal Client Advocates and produce new clients through those relationships
- Publicly represents the firm’s strategic brand
- Participates in and contributes to firm leadership
- Maintains familiarity with the industry and economic trends
- Maintains knowledge of and shows the ability to apply compliance standards
- Works collegially and productively with clients, peers, and other team members
Requirements
- Minimum of 5 years of financial planning experience (with Insurance and Investments)
- Clean compliance record
- Excellent communication and problem-solving skills
- Securities (6 & 63 or 7) and life & health insurance licenses
- Ability to work with a close-knit team
- CFP® designation
Compensation
- $100-135K base salary plus motivating commissions in addition to benefits and profit sharing