P1 Advisor

Jobtailor; Tacoma (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Tacoma, WA is seeking an aspiring financial planner to work with an experienced advisor, build a personal book of business, and help shape clients' financial futures. You will develop ongoing financial planning relationships and identify new leads to grow the practice.

Develop marketing plans, pursue required licenses within 150 days, and contribute to a holistic client experience. Collaborate with seasoned advisors to deliver tailored financial recommendations and drive client

Qualifications

• Four-year college degree from an accredited institution.
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
• Show accountability to your results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

Responsibilities

• Work with an experienced advisor to build a personal book of business and help shape clients' financial future.
• Develop an ongoing financial planning relationship focused on accomplishing clients goals.
• Build a pipeline, complete with personal and professional contacts and new leads.
• Obtain your required licenses/credentials within 150 days of hire.
• Assist seasoned financial advisor(s) in working with clients to achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services.
• Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans.
• Foster ongoing financial planning relationships with clients.
• Become a product expert.
• Manage specific parts of the business.

Skills

Financial Planning

Client Relationship Management

Marketing Strategy Development

Data Analysis

Product Expertise

Education

Bachelor's degree

Job description

• Work with an experienced advisor to build a personal book of business and help shape clients' financial future.


• Develop an ongoing financial planning relationship focused on accomplishing clients goals.


• Build a pipeline, complete with personal and professional contacts and new leads.


• Obtain your required licenses/credentials within 150 days of hire.


• Assist seasoned financial advisor(s) in working with clients to achieve their financial goals.


• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.


• Provide support to clients and prospects by serving them holistically and/or specializing in products or services.


• Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.


• Identify clients to engage or re-engage in financial planning relationships.


• Gather and analyze data and develop financial planning recommendations.


• Help prepare and/or deliver financial plans.


• Foster ongoing financial planning relationships with clients.


• Become a product expert.


• Manage specific parts of the business.

Requirements

• Four-year college degree from an accredited institution.


• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.


• Show accountability to your results.


• Outstanding verbal, written and listening communication skills.


• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

Core Competencies

Demonstrates expertise in financial planning and client relationship management, with a strong focus on achieving client goals and delivering exceptional service. Possesses the ability to develop and execute marketing strategies to drive client acquisition and engagement.

Highest-signal resume keywords

• Financial Planning


• Client Relationship Management


• Marketing Strategy Development


• Data Analysis


• Product Expertise

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Data Analysis


• Client Acquisition


• Financial Recommendations


• Marketing Plan Execution

Soft Skills

• Communication Skills


• Team Collaboration


• Perseverance


• Accountability


• Desire to Learn

Certifications & Qualifications

• Required Licenses/Credentials

Industry Keywords

• Financial Services


• Client Experience


• Goal-Oriented Environment


• Holistic Support


• Pipeline Development