Client-Centric Senior Financial Advisor - Planning & Growth

AP Rochester; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

AP Professionals is partnering with a national wealth management firm to grow their team. The role focuses on client retention and presenting client-related financial plans and investment recommendations with existing clients. No book of business required.

Strong communication skills are essential. The candidate will conduct ongoing client meetings, manage onboarding for new clients, and collaborate with Senior Advisors to implement investment strategies for top clients.

Qualifications

• Bachelor’s degree in finance, economics, business administration, or related field is required.
• CFP designation preferred.
• Minimum 5 years of experience in financial planning, investment management, or related field.

Responsibilities

• Conduct all on-going client meetings after prospect transitions to a client.
• Be able to conduct preliminary meetings.
• Solves complicated financial planning, estate, tax, and retirement issues.
• Monitor lead flow, contact, and follow up.
• Serves on investment management committee or helps determine firm investment strategies for clients.
• Works with Senior Advisor to manage and leverage work for top 20% of clients.
• Participates and coordinates marketing efforts for the Senior Advisors.
• Facilities all onboarding work for new clients.
• Coach and mentor Relationship Managers.
• Monitor Opportunities within each client's portfolio.
• Monitor sales flow and process and be able to provide innovative ideas to increase efficiency and effectiveness.

Skills

Communication

Client relationships

Education

Bachelor’s degree in finance, economics, or related field

CFP designation preferred

Job description

AP Professionals is partnering with a national wealth management firm to grow their team. The role focuses on client retention and presenting client-related financial plans and investment recommendations with existing clients. No book of business required.

Strong communication skills are essential. The candidate will conduct ongoing client meetings, manage onboarding for new clients, and collaborate with Senior Advisors to implement investment strategies for top clients.