Servicing Advisor/Relationship Manager

About Sound Planning Group

SPG is a financial services firm specializing in retirement planning, located in the Totem Lake area of Kirkland. We strive for excellence and challenge ourselves to think differently in order to create the optimal environment for our employees and clients. Were an organized and adaptable group of critical thinkers, who collaborate to solve problems, because we believe that everyone has something important to contribute.

Our clients are unique and diverse, yet all have the common desire to work with a team whose top priority is them so that they can sleep soundly at night and make the most of their retirement years. SPG is a company that prides itself in being a positive, friendly environment. If you have to spend your waking time at work - you want it to be with this group of kind, humble, generous, and fun people!

See our team! Click the link: https://myspg.com/our-team

About the Role

You are a relationship champion. You take care of clients like they are family. You guard their assets, walk beside them and partner with them through all steps of their retirement. You are empowered to educate, care for, provide recommendations and respect our clients to the utmost. By doing so, SPG clients will treat you like a member of their family and will honor you for the role that you have in guiding their assets and family for several generations.

As a Relationship Manager, you will

• Develop, manage and retain strong client relationships by serving our clients with excellence and sincerity.
• Collaborate with other Advisors as part of our clients relationship management team.
• Critically analyze client financial circumstances to discover needs and determine solutions.
• Utilize financial planning software tools and perform cash flow analysis, create social security and retirement income plans, determine annuity and investment allocations, and evaluate tax savings strategies.
• Present and implement customized financial plans.
• Work with clients to facilitate account transfers for 401K rollovers and Roth conversions.
• Organize meeting notes and convert information into intelligible, actionable data in CRM & related software.
• Perform annual and semi-annual client reviews to evaluate and update client financial plans and investment strategies.

Knowledge, Skills and Abilities

• Experienced: 5 years experience in financial planning with proven customer relationship management
• Licensed: WA Life/Health License, FINRA Series 65. CFP is required.

Compensation

• Salary: Full Time Exempt $90K - $100K Plus Commissions

Benefits

• Vacation: 3 weeks/1st year (4 weeks years thereafter); rollover or cash out up to 40 hours per year of your balance upon your anniversary hire date!
• Insurance: 100% Employee coverage for medical, dental, vision, life, ADD&D, LTD
• 401K: 4% match with 5% contribution