What are the responsibilities and job description for the VP Financial Advisor_Local to San Francisco_CA position at Ace Technologies, Inc.?
Title: VP Financial Advisor
Ideal Start Date: ASAP
Duration of Assignment: FTE
Top skills sets needed: CFP
Interview Schedule/Availability: Telephone followed by in-person/on-site
EXTERNAL JOB DESCRIPTION:
Seeking a VP Financial Advisor to join our team. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
Primary Job Functions
Manage existing client relationships to planning-based standard of identity
- Facilitate the financial planning process
- Discover a prospect or client’s values, goals and objectives
- Understand their current financial situation
- Engage them in the financial planning process
- Prepare and conduct annual reviews, including both planning and investment topics
- Ensures on going client support and communication
Source and close prospects
- Proactively follow up with clients who have not implemented financial plan
- Close leads provided by various WEG channels (Marketing, CRP, etc.)
- Create opportunities within your network
- Drive referrals from existing clients
Mentor and train individuals on the team in technical areas of financial planning and client service
- Educate on the Wealth Enhancement Group planning process
- Educate on the overall financial planning matters
Participate in trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Corporate Communication Strategy and in good compliance standing
Education/Qualifications
- Requires a 4-year degree; business, finance, economics preferred
- Advanced designation required (CFP)
- Insurance Licenses
- Substantial experience within the wealth management industry
- Ability to source and convert prospects to clients and provide high-level planning-oriented service
- Possess excellent analytical, organizational, and communication skills (both oral & written)
- Ability to manage multiple projects at once