Client-Focused Financial Planning Advisor

Jobtailor; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a client engagement professional in Phoenix, AZ to drive financial planning conversations over the phone. The role emphasizes consultative mentorship, educating clients on planning strategies, and achieving performance targets through inbound calls and goal-based discussions.

Qualified candidates have a Bachelor’s degree and either Series 65/66 licenses or a plan to obtain Series 65 within 3 months, with strong customer service and a passion for helping people.

Qualifications

• Bachelor’s degree required or equivalent professional experience.
• ],
• job_responsibilities_description":[

Responsibilities

• Conduct business to achieve or exceed engagement center performance targets such as engagement, enrollment, retention, and survey scores.
• Take inbound calls and review financial goals to uncover needs and opportunities.
• Provide consultative mentorship to empower client action and support achievement of personal financial goals.
• Demonstrate knowledge of financial planning philosophy, products, services, investment strategies, and personal financial planning.
• Engage with clients over the phone and conduct goal-based conversations.
• Resolve client issues accurately and efficiently.
• Adhere to engagement center schedule and manage time, inflows, and processes.

Skills

Financial Planning

Investment Strategies

Client Enrollment

Opportunity Generation

Client Retention

Consultative Mentorship

Customer Service

Telephone Communication

Education

Bachelor's degree

Tools

Computer-Based Tools for Account Management

Job description

Jobtailor is seeking a client engagement professional in Phoenix, AZ to drive financial planning conversations over the phone. The role emphasizes consultative mentorship, educating clients on planning strategies, and achieving performance targets through inbound calls and goal-based discussions.

Qualified candidates have a Bachelor’s degree and either Series 65/66 licenses or a plan to obtain Series 65 within 3 months, with strong customer service and a passion for helping people.