What are the responsibilities and job description for the Financial Services Strategist position at Planning Alternatives?
About Us:
Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Financial Services Strategist to contribute to the strategic growth of the firm and lead key client relationships.
Responsibilities Include:
Requirements:
We are seeking a highly motivated and experienced professional with a strong track record of success in business development, sales, and relationship-building within the financial services industry. The ideal candidate will have excellent communication and interpersonal skills, a proven ability to drive growth and revenue, and a deep understanding of fiduciary principles and financial services. A Bachelor's degree in Finance, Business Administration, or related field, and an MBA or CFA designation is preferred. Other qualifications include experience managing and developing high-performing teams, a results-oriented mindset, and a commitment to delivering superior service and achieving measurable outcomes.
Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Financial Services Strategist to contribute to the strategic growth of the firm and lead key client relationships.
Responsibilities Include:
- Collaborate with Chairman, CCO, and CMO to develop long-term strategic objectives and initiatives for the firm.
- Translate strategic goals into actionable plans and initiatives, ensuring alignment with overall business objectives.
- Monitor industry trends, competitive landscape, and regulatory changes to inform strategic decision-making and adapt strategies as needed.
Requirements:
We are seeking a highly motivated and experienced professional with a strong track record of success in business development, sales, and relationship-building within the financial services industry. The ideal candidate will have excellent communication and interpersonal skills, a proven ability to drive growth and revenue, and a deep understanding of fiduciary principles and financial services. A Bachelor's degree in Finance, Business Administration, or related field, and an MBA or CFA designation is preferred. Other qualifications include experience managing and developing high-performing teams, a results-oriented mindset, and a commitment to delivering superior service and achieving measurable outcomes.
