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Financial Planning Specialist
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Lead Advisor
Peachtree Corners, GA (In Person)
$80,000 Salary, Full-Time
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Job Description
Financial Planning Specialist at Lead Advisor Financial Planning Specialist at Lead Advisor in Peachtree Corners, Georgia Posted in 3 days ago.
Type:
full-timeJob Description:
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Peachtree Corners. To view other open roles, visit jobs.lead-advisor.comABOUT THE ROLE
Due to strong growth, we are seeking a highly organized and proactive Financial Planning Specialist to join our team. This role is designed for individuals who are looking to grow towards a lead advisor position, providing crucial support to our Private Wealth Advisors and ensuring exceptional client service. The Financial Planning Specialist will prepare for and participate in client meetings, manage follow-up actions, and assist clients with operational aspects of their wealth management.Job Title:
Financial Planning Specialist Key Responsibilities:
Meeting Preparation:
- Conduct comprehensive preparation for client meetings, including data gathering, modeling, case design, scenario building, and plan development.
- Prepare presentation materials and ensure all documentation is complete and reflects the client's financial situation and objectives.
Meeting Participation:
- Attend client meetings, taking detailed notes and supporting the lead advisor in discussions.
- Serve as a second chair in meetings, focusing on capturing key points and action items without providing direct advice.
Client Communication & Service:
- Act as a primary point of contact for clients, managing communication and ensuring their needs are met efficiently.
- Gather necessary data from clients, such as statements and required documentation, and escalate requests related to eSignatures and other formalities.
Action Item Execution:
- Send follow-up emails summarizing meeting discussions and outlining next steps for clients.
- Execute and oversee action items from meetings, coordinating with internal teams to ensure timely completion.
- Maintain responsibility for the urgency and execution of client-related tasks, even when coordinating with operations teams.
Client Relationship Management:
- Determine and manage appropriate client segmentation and meeting schedules, ensuring they align with client life stages and needs.
- Regularly review and update client segments in the CRM to inform marketing strategies and meeting rhythms.
Collaboration & Coordination:
- Work closely with risk and wealth teams to manage complex client situations, ensuring a seamless handoff and clear communication of case details.
- Maintain continuous improvement of client service processes, contributing to a collaborative and supportive team environment.
Qualifications:
- Bachelor's degree ideally in Finance, Business Administration, or a related field.
- Two years experience in a financial planning, insurance, investment management or private banking role.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to manage multiple priorities and meet deadlines in a dynamic environment.
- Experience in a financial planning software and Microsoft Office Suite.
Desired Qualities:
- Exceptional attention to detail & organizational skills.
- Ability to manage multiple tasks and prioritize effectively.
- Ability to proactively anticipate the needs of the client and the practice.
- Excellent verbal and written communication skills.
- Independently resourceful and inquisitive.
- Entrepreneurial mindset and a desire to proactively identify needs and solutions.
- Collaborative team player.
- Professional demeanor, friendly and positive attitude. Why Join Us?
- Opportunity to grow into a lead advisor role, taking on more responsibility and developing client relationships.
- Work in a supportive and innovative environment that values collaboration and professional growth.
- Have a meaningful, direct impact on your clients' abilities to accomplish their financial goals.