Sr. Manager & Certified Financial Planner

The Sr. Account Manager & Certified Financial Planner (CFP) is to be a self motivated and results driven individual who is adept at problem solving, decision making, establishing strong working relationships, and excellent administrative and communication skills;

is curious, motivated to make things better, purposely present a personality relaxed and calm in demeanor.

Essential Success Factors :

• Be a forward thinker with the ability to adjust to the changing requirements of the position
• Actively participate with the team, fostering the vision and mission of the Firm
• Provide superior service to clients and colleagues
• Express and transmit information with consistency and clarity
• Be able to use sound reasoning when faced with various issues
• Focus on results and desired outcomes and how best to achieve them in order to complete tasks
• Work cooperatively and effectively with others to reach a common goal

Overall of Responsibilities :

• Ability to think strategically, thrive in a dynamic client focused environment, and create a strong team environment with a sense of excellence
• Always maintain a high standard of ethics, professionalism, confidentiality, tact, diplomacy and sensitivity to portray the Firm in a positive manner
• Effective verbal and written skills to communicate clearly with clients and team members
• Identifies clients life and financial goals, provides comprehensive reviews, and builds long-term relationships.
• Engages with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.
• Planning and leading teams, including but not limited to audit teams, meetings, client engagements and fieldwork assignments, including budget and resource needs
• Extensive knowledge of competitive offerings, market trends, economic conditions and the regulatory environment.
• Conducts regular reviews of client investment plans and identifies additional asset-gathering opportunities.
• Attends client meetings, answers inquiries and manages relationships to ensure expectations are met and / or exceeded.
• Experienced in investments, retirement planning, cash flow management, tax planning and estate planning.
• Participates in events to create brand awareness and develop, maintain, and cultivate community contacts to enhance agency visibility and maximize new business opportunities.

What the successful Candidate will have :

• CPA & CFP Designation
• 5+ years post designation experience
Il y a 9 jours