What are the responsibilities and job description for the Financial Planner Opportunity position at Financial Planner Recruiting, LLC?
Wealth Management Expertise
The Senior Wealth Management Advisor will play a critical role in the success of the boutique wealth management firm. The ideal candidate will have experience in managing client relationships, leading meetings, and ensuring the delivery of exceptional service.
Key Responsibilities
- Manage a portfolio of client relationships and lead client meetings.
- Coordinate the overall client engagement, financial plan manufacturing process, and client communications.
- Document decisions, action items, and ensure deadlines are met.
Essential Skills and Qualifications
- Proven experience in wealth management and a client-facing role.
- Strong communication and interpersonal skills.
The Senior Wealth Management Advisor will play a critical role in the success of the boutique wealth management firm. The ideal candidate will have experience in managing client relationships, leading meetings, and ensuring the delivery of exceptional service.
Key Responsibilities
- Manage a portfolio of client relationships and lead client meetings.
- Coordinate the overall client engagement, financial plan manufacturing process, and client communications.
- Document decisions, action items, and ensure deadlines are met.
Essential Skills and Qualifications
- Proven experience in wealth management and a client-facing role.
- Strong communication and interpersonal skills.
