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 long-term relationships.
Engages with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based 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 asset-gathering 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 maximise new business opportunities.