As a Planning Consultant, you will:
- Provide a world-class planning experience.
- Uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations.
- Develop an engagement strategy that supports each client’s unique planning needs.
The Purpose of Your Role:
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage the company's most valuable clients. In addition to the primary role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with the company's firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!
The Value You Deliver:
- Conducting joint appointments with clients, focused on consultations through the company's guidance offering.
- Educating and planning with clients to uncover opportunities that will lead to the client’s success.
- Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce.
- Building long-lasting, meaningful relationships with clients.
- Mentoring and supporting the success of your peers.
How Your Work Impacts the Organization:
Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!
To see full job ad and apply, go to https://jobconnectionsproject.org/jobs/79279-2/