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Sr. Manager & Certified Finc. Planner
Location:
Abee
Description:
The Senior Account Manager and Certified Financial Planner (CFP) is a self-motivated and results-driven individual who excels at problem-solving, decision-making, building strong working relationships, and possesses excellent administrative and communication skills. The ideal candidate is curious, motivated to improve, and presents themselves with a relaxed and calm demeanor. Key Success Factors: - Ability to think ahead and adapt to changing job requirements. - Actively participate with the team in fostering the company's vision and mission. - Provide exceptional service to clients and colleagues. - Consistently express and communicate information with clarity. - Use sound reasoning when faced with various issues. - Maintain focus on achieving desired results and outcomes. - Effectively collaborate with others to achieve common goals. Responsibilities: - Think strategically, thrive in a dynamic client-focused environment, and foster a strong team environment. - Maintain a high standard of ethics, professionalism, confidentiality, tact, diplomacy, and sensitivity to represent the company positively. - Communicate clearly with clients and team members. - Identify clients' life and financial goals, provide comprehensive reviews, and build long-term relationships. - Proactively engage with prospects to build a sales pipeline and develop marketing plans to promote value-added advice-based financial services. - Plan and lead teams, including audit teams, meetings, client engagements, and fieldwork assignments, including budget and resource needs. - Possess extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment. - Regularly review client investment plans and identify additional asset-gathering opportunities. - Attend client meetings, answer inquiries, and manage relationships to ensure expectations are met or exceeded. - Possess experience in investments, retirement planning, cash flow. Visit ListedBuy for more information.
Company:
77 Consultants
Posted:
April 27 on ListedBuy
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More About this Listing: Sr. Manager & Certified Finc. Planner
Sr. Manager & Certified Finc. Planner is a Executive Manager Job at 77 Consultants located in United States. Find other listings like Sr. Manager & Certified Finc. Planner by searching Oodle for Executive Manager Jobs.
Sr. Manager & Certified Finc. Planner is a Executive Manager Job at 77 Consultants located in United States. Find other listings like Sr. Manager & Certified Finc. Planner by searching Oodle for Executive Manager Jobs.