Responsibilities Include:

-Gather financial planning data and assist in plan production for acquired clients.

-Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy.

-Conduct quarterly calls to all assigned clients and document them in call log.

-Document meeting notes and follow-ups and assign tasks in SalesForce.

-Complete trading and execution of client-agreed-upon requests on a timely basis and plan implementation.

-Participate in training and growth of the practice through mentoring and demonstrating in client meetings.

-Internal/external practice acquisition opportunities and onboarding.

-Participate in new client acquisition and generate new leads for the firm.

Requirements:

-Bachelors Degree required

-CFP Preferred but not required

-Series 7, 66, SIE licensing

-2-3 years of financial planning and client-facing experience

-Experience leading client meetings and meeting with prospects

-Growth-oriented, team player, and fast-paced learner

-Excellent organization and time management skills

Compensation and Benefits:

-Base salary (commensurate with experience) plus bonus opportunity.

-Full benefits package.