Independent Financial Planning Firm Hiring for Relationship Manager For Financial Planning Firm Job at Boca Raton, FL Full Time

A well established and successful Independent Financial Planning firm is seeking a motivated individual to help manage client relationships.

The individual should be a CERTIFIED FINANCIAL PLANNER™ that is passionate about serving clients, financial planning, and being part of a team.

The responsibilities of the position include:

• Develop a full understanding of the team’s practices, procedures and philosophy
• Work with the principal advisor to manage and maintain existing and new client relationships by earning trust, thoroughly understanding the client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Assist senior advisors with client meeting preparation; including financial reporting, financial plans, and any other materials necessary.
• Assist in maintaining an ongoing client relationship by being part of periodic reviews
• Conduct research on client issues such as tax questions, investment solutions, and estate planning
• Understanding the client’s goals and objectives and using them as guideposts for financial advice.
• Involvement in the firm’s Investment Committee.

Qualifications:

• An understanding of, and be conversant in all aspects of the financial planning process
• Proficient knowledge in financial planning; including but not limited to goals-based planning, asset allocation, retirement planning, and education funding
• Proficient knowledge of the securities industry; including investment and insurance products and services
• Ability to effectively present investment strategies to clients and maintain a holistic approach to planning
• Superior interpersonal skills and be able to effectively communicate with clients
• Open and receptive to feedback and coaching
• Excellent organizational and time management skills

No existing book of business required.

Education and Experience

• Certified Financial Planner (CFP®) designation
• FINRA Series 7 license
• FINRA Series 66 (or 63/65) license
• 5+ years of previous wealth management experience
• Thorough understanding of the financial planning industry
• Excellent computer knowledge

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: One location