What are the responsibilities and job description for the Client Success Advisor position at Planning Alternatives?
About Us
Planning Alternatives is a fiduciary firm dedicated to delivering comprehensive financial planning and asset management services to our clients. Our team of experienced professionals is committed to providing exceptional service and support to help our clients achieve their financial goals.
Job Description
The Wealth Advisor will play a critical role in our organization, working closely with clients to understand their financial needs and develop customized financial strategies. This role involves advising clients on key areas of financial planning, including investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving.
Key Responsibilities
- Manage Client Relationships: Develop and maintain strong relationships with clients, providing ongoing support and guidance to help them achieve their financial objectives.
- Develop and Implement Financial Plans: Create and execute comprehensive financial plans that address clients' unique needs and objectives, including investment management, insurance, and retirement planning.
Requirements
To succeed in this role, you must have a strong understanding of financial planning principles, excellent communication skills, and the ability to build strong relationships with clients. A Bachelor's Degree in Business, Finance, or a related field is required, along with at least 3 years of industry experience as a Financial Advisor. The CFP designation is also essential.
