AP Rochester · 14 hours ago
Senior Financial Advisor
Greater Indianapolis
Full-time
Onsite
Senior Level
$90K/yr - $115K/yr
5+ years expAP Professionals is partnering with a national wealth management firm that is experiencing unprecedented growth. They are seeking a Senior Financial Advisor responsible for client retention and reviewing/presenting financial plans and investment recommendations with existing clients.
Health CareHuman ResourcesRecruitingStaffing Agency
Hiring Manager
Eileen Messana, CSP
Responsibilities
Conducts all on-going client meetings once prospect transitions to a client
Be able to conduct preliminary meetings
Solves complicated financial planning, estate, tax, and retirement issues
Monitor lead flow, contact, and follow up
Serves on investment management committee or helps determine firm investment strategies for clients
Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients
Participates and coordinates marketing efforts for the Senior Advisors
Facilities all onboarding work for new clients
Coach and mentor Relationship Managers
Monitor Opportunities within each client's portfolio
Monitor sales flow and process and be able to provide innovative ideas to increase efficiency and effectiveness
Qualification
Required
Bachelor's degree in finance, economics, business administration, or related field required
Certified Financial Planner (CFP®) designation required
Minimum 5 years of experience in financial planning, investment management, or a related field
Strong communication and client relationship management skills
Company
AP Rochester
AP Professionals connects top talent in Executive, Accounting & Finance, HR, Administrative, and more with leading companies across the Greater Rochester area and Upstate New York regions, offering both direct hire and contract positions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mark Pautler
Founder
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