What are the responsibilities and job description for the Certified Financial Planner position at M Donovan Financial?
Job description
The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive client solutions. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. Must be able to learn and articulate the story of the practice. CFP Required. Role and Responsibilities
· Support lead advisor with clients
· Manager certain client relationships independently.
· Lead in answering routine client questions
· Completes investment research, investment recommendation analysis and proposal generation
· Participates in client meetings
· Creates agendas for client meetings, takes notes and completes or delegates follow up activities
· Supports the preparation for all client meetings
· Supports Director of Operations in the running of the practice
· Builds rapport with clients
· Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information
· Delivers excellent service supporting the generation of referrals from existing clients
· Assists in maintaining a compliant practice
· Tax gain/loss analysis
· Makes outgoing client courtesy calls
· Compiles and analyzes client data to develop financial plans
· Provide back up support to all team members when necessary
· Maintains defined system flows and CRM systems
· Update client info as necessary in CRM to ensure integrity of database
· Handle various client requests
· Ensure clients receive the proper level of reach out and communication from the office
· Handles complex issues and problems
· Ensure clients are receiving a best in class experience from the firm
· Supports special projects as assigned
Job Type: Full-time
Salary: From $80,000.00 per year
Physical setting:
- Office
Schedule:
- Monday to Friday
Experience:
- Financial planning: 2 years (Preferred)
License/Certification:
- CFP (Required)
Work Location: One location
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Job Type: Full-time
Pay: From $75,000.00 per year
Schedule:
- Monday to Friday
Experience:
- Financial planning: 2 years (Preferred)
License/Certification:
- CFP (Required)
Work Location: In person
Salary : $75,000 - $80,000