Job Description
This is an exceptional opportunity to leverage your financial expertise in a dynamic and established practice.
As a key member of our team, you will be responsible for managing an existing client base while developing new business opportunities.
* Develop and maintain strong relationships with clients through exceptional service and communication.
* Grow the client base by building partnerships with referral sources and expanding our network.
* Ensure seamless integration of financial strategies with administrative support, ensuring timely implementation of approved plans.
Required Skills and Qualifications
* Strong background in financial planning and advice.
* Excellent communication and relationship-building skills.
* Able to work independently with minimal supervision.
* Proven track record of growing and managing client relationships.
Benefits
Our organization offers a competitive compensation package and a supportive work environment that fosters growth and development.
Other Responsibilities
You will be working closely with our experienced back-office team to ensure seamless day-to-day operations.