Sr. Manager & Certified Finc. Planner

The Senior Account Manager and Certified Financial Planner (CFP) is a self-motivated and results-driven individual who excels at problem-solving, decision-making, building strong working relationships, and possesses excellent administrative and communication skills.

The ideal candidate is curious, motivated to improve, and presents themselves with a relaxed and calm demeanor. Key Success Factors : - Ability to think ahead and adapt to changing job requirements.

• Actively participate with the team in fostering the company's vision and mission. - Provide exceptional service to clients and colleagues.
• Consistently express and communicate information with clarity. - Use sound reasoning when faced with various issues. - Maintain focus on achieving desired results and outcomes.
• Effectively collaborate with others to achieve common goals. Responsibilities : - Think strategically, thrive in a dynamic client-focused environment, and foster a strong team environment.
• Maintain a high standard of ethics, professionalism, confidentiality, tact, diplomacy, and sensitivity to represent the company positively.
• Communicate clearly with clients and team members. - Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships.
• Proactively engage with prospects to build a sales pipeline and develop marketing plans to promote value -added advice-based financial services.
• Plan and lead teams, including audit teams, meetings, client engagements, and fieldwork assignments, including budget and resource needs.
• Possess extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• Regularly review client investment plans and identify additional asset-gathering opportunities. - Attend client meetings, answer inquiries, and manage relationships to ensure expectations are met or exceeded.
• Possess experience in investments, retirement planning, cash flow management, tax planning, and estate planning. - Participate in events to create brand awareness and develop, maintain, and cultivate community contacts to enhance agency visibility and maximize new business opportunities.

Qualifications : - CPA and CFP Designation. - 5+ years of post-designation experience. Powered by JazzHR