Financial Consultant
Job Overview:
As a Financial Consultant, you'll engage with existing clients and cultivate new relationships with diverse client types, including high net worth individuals, endowments, foundations, businesses, and qualified plans. Your services will encompass retirement planning, estate plan reviews, tax planning, and insurance advice. You'll be part of an advisory team, maintaining regular client contact to ensure they stay on track with their goals. This role involves promoting our advisory capabilities and investment solutions to expand our client base. You'll report to the Managing Director of Wealth Management and be based in Naples, FL.
Key Responsibilities:
- Establish trust and act as the primary advisor for clients' wealth management needs.
- Discuss investment goals, considering risk tolerance, asset allocation, cash flow requirements, tax sensitivity, and potential life events.
- Collaborate with the advisory team to implement and adjust investment plans.
- Monitor client portfolios and performance.
- Provide insights on key portfolio contributors and detractors.
- Advise high net worth clients and consult with mid-market institutional clients.
- Develop detailed wealth management plans and consulting reports.
- Present plans to clients clearly and effectively.
- Actively pursue new business opportunities.
- Gain proficiency in financial planning software and technology.
- Track all client and prospect interactions using CRM (Salesforce).
- Participate in regular internal meetings.
- Adapt your schedule to meet client needs.
Qualifications:
- Bachelor's degree or higher.
- 5+ years of relevant experience.
- Series 6, 63, & 65 or Series 7 & 66 required or willingness to pursue upon hire.
- Certified Financial Planner™ or similar professional designation preferred, or willingness to pursue.
- Experience with Salesforce.com, Sales Navigator, and LinkedIn preferred.
- Proven track record of securing new business is a plus.
FAQs
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