Senior Financial Planner

Responsibilities

• Work as a team with our existing advisors to deepen existing client relationships.
• Work with our database of unassigned clients.
• Effectively communicate with existing clients using different methods, such as phone, email, text, video meetings.
• Take pre-scheduled meetings via zoom and phone calls daily.
• Establish a professional frame in the beginning of each call.
• Figure out if the root of their challenges can be solved through our programs.
• Meet with pre-scheduled prospects from our marketing efforts.
• Educate each client on our philosophy related to solving their problems.
• Explain how our programs solve their problems.
• Set proper expectations for services we provide.
• Handle objections.
• Schedule follow up meetings with clients who are still interested but haven’t made a decision.
• Send relevant materials to prospects and clients to continue educating them on our services.
• Communicate with prospects between meetings to ensure high show up rates.
• Provide feedback to Director of Financial Planning and Operations.
• Possess a working knowledge of our services.
• Possess exceptional communication and interpersonal abilities.
• Possess comfort with industry technology and software applications.
• Possess a positive attitude and a desire to achieve.
• Possess dedication to serving clients.

Qualifications

• Current Certified Financial Planner (CFP®) designation.
• Minimum 5 years of experience in the industry.
• Experience selling financial plans for a fee.
• Strong understanding of financial planning concepts.
• Proven demonstration of client-facing skills and experiences.
• Exceptional communication and interpersonal abilities.
• Comfortable with industry technology and software applications.
• A positive attitude and a desire to achieve.
• Dedication to serving clients.