Certified Financial Planner

Job description The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive client solutions. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. Must be able to learn and articulate the story of the practice. CFP Required. Role and Responsibilities

• Support lead advisor with clients
• Manager certain client relationships independently.
• Lead in answering routine client questions
• Completes investment research, investment recommendation analysis and proposal generation
• Participates in client meetings
• Creates agendas for client meetings, takes notes and completes or delegates follow up activities
• Supports the preparation for all client meetings
• Supports Director of Operations in the running of the practice
• Builds rapport with clients
• Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information
• Delivers excellent service supporting the generation of referrals from existing clients
• Assists in maintaining a compliant practice
• Tax gain/loss analysis
• Makes outgoing client courtesy calls
• Compiles and analyzes client data to develop financial plans
• Provide back up support to all team members when necessary
• Maintains defined system flows and CRM systems
• Update client info as necessary in CRM to ensure integrity of database
• Handle various client requests
• Ensure clients receive the proper level of reach out and communication from the office
• Handles complex issues and problems
• Ensure clients are receiving a best in class experience from the firm
• Supports special projects as assigned

Job Type:

Full-time Salary:

From $80,000.00 per year Physical setting:

Office Schedule:

Monday to

Friday Experience:

Financial planning: 2 years (Preferred)

License/Certification:

CFP (Required)

Work Location:

One location

Pay:

From $80,000.00 per year

Work Location:

In person Certified Financial Planner Waterford, CT 06385 From $80,000 a year - Full-time From $80,000 a year - Full-time Job description The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive client solutions. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. Must be able to learn and articulate the story of the practice. CFP Required. Role and Responsibilities

• Support lead advisor with clients
• Manager certain client relationships independently.
• Lead in answering routine client questions
• Completes investment research, investment recommendation analysis and proposal generation
• Participates in client meetings
• Creates agendas for client meetings, takes notes and completes or delegates follow up activities
• Supports the preparation for all client meetings
• Supports Director of Operations in the running of the practice
• Builds rapport with clients
• Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information
• Delivers excellent service supporting the generation of referrals from existing clients
• Assists in maintaining a compliant practice
• Tax gain/loss analysis
• Makes outgoing client courtesy calls
• Compiles and analyzes client data to develop financial plans
• Provide back up support to all team members when necessary
• Maintains defined system flows and CRM systems
• Update client info as necessary in CRM to ensure integrity of database
• Handle various client requests
• Ensure clients receive the proper level of reach out and communication from the office
• Handles complex issues and problems
• Ensure clients are receiving a best in class experience from the firm
• Supports special projects as assigned

Job Type:

Full-time Salary:

From $80,000.00 per year Physical setting:

Office Schedule:

Monday to

Friday Experience:

Financial planning: 2 years (Preferred)

License/Certification:

CFP (Required)

Work Location:

One location

Pay:

From $80,000.00 per year

Work Location:

In person