What are the responsibilities and job description for the Strategic Financial Consultant position at Mariner Advisor Network?
Company Overview:
Gilbert and Timme, LLC is an independent financial advisor firm that prioritizes client satisfaction. As a strategic partner to Mariner Advisor Network, we help clients make informed decisions about their financial futures.
Job Description:
As a Senior Investment Advisor at Gilbert and Timme, LLC, your primary focus will be providing exceptional support to our clients. You will work closely with internal teams to ensure seamless communication and coordination of client requests. Your expertise in financial planning and investment strategies will enable you to offer tailored solutions to meet clients' unique needs.
Key Responsibilities:
Qualifications:
The ideal candidate will possess a minimum of four years of financial industry experience, including some financial planning experience. A 4-year degree and Series 7 license are required. Additional designations, such as CFP or other relevant certifications, are a plus. Strong communication and interpersonal skills, with the ability to build trust and rapport, are essential. Exceptional organizational skills and attention to detail are also required. The ability to manage multiple tasks and adapt in a dynamic environment is crucial. Previous experience in a client-facing role is preferred, but a commitment to service and problem-solving is most important.
Benefits:
Gilbert and Timme, LLC offers comprehensive training and resources to help you excel in your role. We also provide excellent career growth opportunities and a competitive compensation and benefit package.
Gilbert and Timme, LLC is an independent financial advisor firm that prioritizes client satisfaction. As a strategic partner to Mariner Advisor Network, we help clients make informed decisions about their financial futures.
Job Description:
As a Senior Investment Advisor at Gilbert and Timme, LLC, your primary focus will be providing exceptional support to our clients. You will work closely with internal teams to ensure seamless communication and coordination of client requests. Your expertise in financial planning and investment strategies will enable you to offer tailored solutions to meet clients' unique needs.
Key Responsibilities:
- Act as the primary point of contact for clients, ensuring a professional experience.
- Understand client needs and provide thoughtful, clear, and accurate solutions.
- Communicate effectively with internal teams to coordinate and fulfill client requests.
- Provide clients with accurate information on services, policies, and updates.
- Stay up-to-date with industry trends and regulations to better assist clients.
- Maintain accurate and organized client records and documentation.
- Proactively follow up with clients to resolve issues promptly.
Qualifications:
The ideal candidate will possess a minimum of four years of financial industry experience, including some financial planning experience. A 4-year degree and Series 7 license are required. Additional designations, such as CFP or other relevant certifications, are a plus. Strong communication and interpersonal skills, with the ability to build trust and rapport, are essential. Exceptional organizational skills and attention to detail are also required. The ability to manage multiple tasks and adapt in a dynamic environment is crucial. Previous experience in a client-facing role is preferred, but a commitment to service and problem-solving is most important.
Benefits:
Gilbert and Timme, LLC offers comprehensive training and resources to help you excel in your role. We also provide excellent career growth opportunities and a competitive compensation and benefit package.
