Job Summary
In this role, you will facilitate client meetings, gather necessary client information, and create customized financial plans alongside insurance illustrations and various financial scenarios. Part of your duties also involves collaborating with advisors and internal teams to convey investment suggestions, oversee client services and onboarding processes, monitor planning milestones, and cultivate enduring client relationships.
Responsibilities
- Lead client meetings to gather and organize pertinent information.
- Develop tailored financial plans and insurance illustrations.
- Communicate investment recommendations in collaboration with advisors and internal teams.
- Manage client service and onboarding activities.
- Track and monitor planning milestones.
- Build and maintain lasting relationships with clients.
Qualifications
- 5–10 years of experience in financial planning.
- Possession of Series 7 and 66 licenses.
- A bachelor’s degree or equivalent work experience is required.
- A CFP or CPA designation is preferred.
- Familiarity with financial services and the insurance sector.
- Experience using CRM and financial planning software.
- Strong communication and organizational skills.
- A commitment to maintaining confidentiality and adhering to regulatory standards.
