What are the responsibilities and job description for the Financial Advisor position at Financial Planner Recruiting, LLC?
Responsibilities Include :
- Gather financial planning data and assist in plan production for acquired clients.
- Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy.
- Conduct quarterly calls to all assigned clients and document them in call log.
- Document meeting notes and follow-ups and assign tasks in SalesForce.
- Complete trading and execution of client-agreed-upon requests on a timely basis and plan implementation.
- Participate in training and growth of the practice through mentoring and demonstrating in client meetings.
- Internal / external practice acquisition opportunities and onboarding.
- Participate in new client acquisition and generate new leads for the firm.
Requirements :
Compensation and Benefits :
