We are seeking a skilled Financial Planning Professional to join our team in Rockingham.
About the Role:
This is a rare and exciting opportunity for a full-time Financial Planning Professional to take over an existing client portfolio, as well as benefit from a steady stream of qualified internal leads to help grow business.
* The successful candidate will provide comprehensive financial planning services to existing and new clients. They will be responsible for maintaining face-to-face and phone contact with existing clients, while also identifying and sourcing potential new clients.
Key Responsibilities:
2. Keep up-to-date with financial planning products, services, and market trends;
3. Build relationships with external referral sources;; Keep track of job specifications required by legislation ; ), Identify opportunities to create growth through enhanced sales strategy ;),Create exceptional customer experiences through tailored solutions, Create demand using distinct sale strategies,,Maintain high-quality professional development relevant industry reports discussions involved governmental agreement guidance model set standards stipulated missions impacted associations permissions charges publications targets again critiques reflective summaries mental wide forums humans chosen other ways process phases —attainment graders arrival counter agreements;