财务顾问
FINANCIAL CONSULTANT
简介
作为财务顾问，您将与现有客户合作，同时在各种客户类型（如高净值个人、捐赠基金和基金会、企业以及合格计划）中建立新的关系。我们当前的投资服务包括：退休规划/现金流建模、遗产规划审查与建议、税务规划和保险建议。
您将作为咨询团队的一员，与客户保持定期联系，并确保每位客户都能按计划实现其独特目标。这是一个以咨询为导向的销售职位，期望您能推广我们的咨询能力和投资解决方案，从而随着时间的推移扩大我们的客户基础。您将向财富管理部总经理汇报工作。
我们目前在美国所有地区都在招聘。
职责
- 与客户建立信任和信心，成为他们财富管理需求的主要顾问
- 在考虑风险承受能力、资产配置偏好、现金流需求、税务敏感性和潜在人生事件的情况下，与客户讨论投资目标
- 与咨询团队合作实施投资计划并协调调整
- 监控客户投资组合和表现
- 向客户提供有关关键贡献因素和不利因素的见解
- 根据需要为高净值客户提供建议，并为中型市场机构客户提供咨询
- 协调为个人制定详细的财富管理计划
- 组织为机构创建咨询报告
- 有效地向客户清晰地展示计划
- 主动寻求新的业务机会
- 熟悉我们的财务规划软件和技术
- 使用我们的CRM（Salesforce）清晰且定期跟踪所有客户和潜在客户的互动
- 参加定期的内部会议
- 根据客户的需求安排工作时间
资格要求
- 本科及以上学历
- 5年以上相关经验
- 持有Series 6、63、65或Series 7及66证书，或愿意在入职后考取
- 持有注册金融规划师（Certified Financial PlannerTM）或同等专业资格者优先，或愿意考取同等资格
- 熟悉Salesforce.com、Sales Navigator和LinkedIn者优先
- 有成功开拓新业务记录者优先
福利
- 健康、牙科及视力保险
- 雇主HSA补助
- 自愿离职
查看英文原文
Summary
As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management.
We are currently searching in all territories in the US.
Responsibilities
- Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
- Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
- Work with the advisory team to implement investment plans and coordinate adjustments
- Monitor client investment portfolios and performance
- Communicate insights for clients regarding essential contributors and detractors
- Advise high net worth clients as needed and consult mid-market institutional clients
- Coordinate the creation of detailed wealth management plans for individuals
- Organize the creation consulting reports for institutions
- Help present plans to clients effectively and clearly
- Actively seek new business opportunities
- Develop essential knowledge of our financial planning software and technology
- Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
- Participate in regular internal meetings
- Work on a schedule that best suits client needs
Qualifications
- Bachelor’s degree or higher
- 5+ years’ relevant experience
- Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
- Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
- Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
- A proven record of achieving new business a plus
Perks
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
- Free access to a Workplace Financial Advisor
Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.
Originally posted on Himalayas