Lead Advisor · 2 days ago

Financial Advisor/Relationship Manager

United States

Full-time

Remote

Mid Level

$90K/yr - $110K/yr

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ConsultingHuman Resources

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Responsibilities

Serve as the primary point of contact for existing clients, managing their investment and insurance accounts and delivering exceptional service.

Conduct systematic reviews of client accounts guided by their financial plans and according to client segmentation standards

Actively pursue and propose additional financial products and services to existing clients.

Grow the existing book by bringing on new clients created by networking for referred leads and second generation contacts

Provide expert financial advice and create customized financial plans to help clients achieve their objectives.

Stay informed on industry trends, products, and investment opportunities to offer relevant and up-to-date advice.

Monitor and report on the growth of AUM, Premium, and New clients within the book

Track and report on lead generation activity and results

Report on key metrics and progress towards revenue and client engagement goals.

Ensure all client interactions and transactions comply with regulatory standards and company policies.

Maintain up to date client contact information, demographic and beneficiary data and client segmentation status.

Maintain accurate and thorough records of all client interactions in CRM

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 7 LicensedFinancial Services ExperienceInsurance Products KnowledgeInvestment Strategies KnowledgeFinancial Software ProficiencyCRM Systems ProficiencyCFP CertificationCFA Certification