What are the responsibilities and job description for the Financial Planner position at Stratos Wealth Partners?
About Outcome Private Wealth
At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients' highest possible risk tolerance and building a plan from that point, we start with the outcomes they're looking for : reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at the potential return needed to get them there. This outcome-focused strategy can allow our clients to enjoy what they have right now while feeling confident in their future.
Why Join Outcome Private Wealth?
We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship. We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.
We are seeking a highly motivated and client-focused Financial Planner to join our dynamic team. The ideal candidate will play a key role in providing comprehensive financial planning services to our clients, helping them make informed decisions about their financial future. As a Financial Planner, you will work closely with clients to understand their financial goals, develop personalized strategies, and guide them through the implementation of these strategies to achieve long-term financial success.
Responsibilities
- Client Relationship Management :
Build and maintain strong, trusting relationships with clients by understanding their financial goals, concerns, and aspirations. Serve as the primary point of contact for clients throughout their financial planning journey.
Develop personalized financial plans for clients based on their unique needs, including retirement planning, investment strategies, estate planning, tax optimization, and risk management.
Offer holistic advice on all aspects of wealth management, including budgeting, savings strategies, tax planning, debt management, insurance, and more.
Educate clients on complex financial concepts and strategies to empower them to make informed decisions about their financial future.
Collaborate with other members of the team, including investment advisors, tax professionals, and estate planners, to ensure a coordinated and comprehensive approach to client service.
Ensure all client interactions and financial plans comply with regulatory requirements, industry standards, and company policies.
Stay up to date on industry trends, financial products, and regulatory changes through ongoing education and professional development.
Qualifications
