What are the responsibilities and job description for the Financial Planning Executive position at Coda Search│Staffing?
About the Firm
Coda Search&Staffing represents one of the fastest-growing financial planning firms in the industry. This firm is built on proprietary technology, delivering optimal wealth management solutions and has added billions of AUM in just two years.
About the Opportunity
The successful candidate will be responsible for growing and leading a team of financial advisors, ensuring seamless delivery of industry-leading financial planning services.
- Growth Strategies: Develop and implement strategies to drive growth in wealth management services and expand the client base.
- Team Collaboration: Work with cross-functional teams to implement marketing strategies and enhance product development efforts.
- Market Expertise: Stay informed about market trends and investment opportunities to provide clients with relevant advice and underappreciated strategies.
- Client Service: Maintain high standards of client service while adhering to regulatory requirements.
- Sales Approach: Implement a regimented approach to onboarding new clients and expanding existing relationships.
Required Skills and Qualifications:
- A strong network of HNW/UHNW clients.
- Bachelor's degree in Finance, Economics, or a related field; advanced degree preferred.
- At least 6 years of experience in wealth management or financial advisory roles, with a proven track record of success.
- Leadership and team management skills, mentoring junior associates.
- In-depth knowledge of investment strategies, financial planning, and full-service platforms.
- Excellent communication and interpersonal skills, building long-term client relationships.
- Proven track record of developing and executing strategies and achieving business objectives.
- Proficiency in financial planning software and tools.
