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
