Sr Manager Certified Financial Planner

The Sr. Account Manager & Certified Financial Planner (CFP) is to be a self motivated and results driven individual who is adept at problem solving decision making establishing strong working relationships and excellent administrative and communication skills; is curious motivated to make things better purposely present a personality relaxed and calm in demeanor.

Essential Success Factors:

• Be a forward thinker with the ability to adjust to the changing requirements of the position
• Actively participate with the team fostering the vision and mission of the Firm
• Provide superior service to clients and colleagues
• Express and transmit information with consistency and clarity
• Be able to use sound reasoning when faced with various issues
• Focus on results and desired outcomes and how best to achieve them in order to complete tasks
• Work cooperatively and effectively with others to reach a common goal

Overall of Responsibilities:

• Ability to think strategically thrive in a dynamic client focused environment and create a strong team environment with a sense of excellence
• Always maintain a high standard of ethics professionalism confidentiality tact diplomacy and sensitivity to portray the Firm in a positive manner
• Effective verbal and written skills to communicate clearly with clients and team members
• Identifies clients life and financial goals provides comprehensive reviews and builds longterm relationships.
• Engages with prospects to proactively build a sales pipeline and develop marketing plans to promote valueadded advicebased financial services.
• Planning and leading teams including but not limited to audit teams meetings client engagements and fieldwork assignments including budget and resource needs
• Extensive knowledge of competitive offerings market trends economic conditions and the regulatory environment.
• Conducts regular reviews of client investment plans and identifies additional assetgathering opportunities.
• Attends client meetings answers inquiries and manages relationships to ensure expectations are met and/or exceeded.
• Experienced in investments retirement planning cash flow management tax planning and estate planning.
• Participates in events to create brand awareness and develop maintain and cultivate community contacts to enhance agency visibility and maximize new business opportunities.

What the successful Candidate will have:

• CPA & CFP Designation
• 5 years post designation experience

Remote Work :

No