• 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.