Wealth Management Professional
3 days ago
We are seeking an ambitious and highly proactive Senior Certified Financial Planner to join our team at Prosperous Financial.
Key Responsibilities:- Manage the client journey for both new and existing clients, onboard all new clients, and maintain strong relationships throughout their journey.
- Take a holistic approach to clients' needs and provide solutions that support their financial objectives.
- Provide expert advice on key areas that enhance clients' financial wellbeing.
- Service existing clients through annual reviews and ongoing communications.
Reporting to: Premier Planning Manager
Department: Planning
Requirements- Excellent knowledge of financial services and ability to create a financial plan based on clients' goals and ambitions.
- Strong communication skills with the ability to interact with clients in a professional manner.
- Ability to work as part of a team and cross-functionally.
- Knowledge of WealthTrack and Voyant would be advantageous.
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