Client-Focused Financial Planning Advisor

FEFA Financial LLC; Valley Park (MO); In loco; USD 60.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Descrizione del lavoro

FEFA Financial LLC is seeking a Planning Advisor to retain Clients through excellent service and precise financial planning execution. Training is provided, with paid time for licensing if needed. The role centers on building lasting client relationships and ensuring ongoing value, not acquiring new Clients aggressively.

You will work with FEFA's Planning Team to deliver high-quality plans, reviews, and client communication, contributing to long-term growth and stability.

Competenze

• Planning Advisors must focus on retaining Clients and delivering high-quality financial planning.

Mansioni

• Onboard new Clients with FEFA’s planning process.
• Conduct Strategic Reviews with existing Clients to maximize net worth.
• Ensure Client needs are put first and maintain long-term relationships.

Conoscenze

Detail-oriented

Client interaction

Problem solving

Descrizione del lavoro

FEFA Financial LLC is seeking a Planning Advisor to retain Clients through excellent service and precise financial planning execution. Training is provided, with paid time for licensing if needed. The role centers on building lasting client relationships and ensuring ongoing value, not acquiring new Clients aggressively.

You will work with FEFA's Planning Team to deliver high-quality plans, reviews, and client communication, contributing to long-term growth and stability.