What are the responsibilities and job description for the Senior Financial Consultant position at Planning Alternatives?
Job Description:
We seek an experienced Senior Wealth Advisor to lead client relationships and contribute to the strategic growth of our firm. As a key member of our team, you will be responsible for managing complex client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals.
Main Responsibilities:
- Foster deep, long-term relationships with clients, serving as their main point of contact for all financial planning needs.
- Maintain continuous, proactive communication with clients to ensure they are informed and confident in their financial strategies.
- Expand the client base by acquiring new high-net-worth clients through referrals, networking, and professional partnerships.
Requirements:
- 5 years of experience as a Financial Advisor, with at least 3 years of direct experience managing high-net-worth client relationships.
- Certified Financial Planner (CFP) designation required; advanced certifications preferred.
- Exceptional leadership, communication, and relationship-building skills.
