Job Summary
The role involves leading client meetings and consolidating client data to create customized financial plans, insurance proposals, and financial projections. This position also entails collaboration with advisors and internal teams to deliver investment advice, oversee client service and onboarding processes, monitor planning milestones, and nurture lasting relationships with clients.
Responsibilities
- Prepare for and facilitate client meetings.
- Collect and organize client information effectively.
- Develop personalized financial plans and insurance illustrations.
- Create financial scenarios tailored to client needs.
- Work with advisors and internal teams to communicate investment recommendations.
- Manage client service and onboarding procedures.
- Track planning milestones for client projects.
- Establish and maintain long-term client relationships.
Qualifications
- 5–10 years of financial planning experience.
- Possession of Series 7 and 66 licenses.
- Bachelor’s degree or equivalent professional experience.
- Preferred CFP or CPA designation.
- Familiarity with insurance and financial services.
- Experience with CRM and financial planning software.
- Strong communication and organizational abilities.
- Dedication to confidentiality and adherence to regulatory standards.
