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To develop strong relationships (prospects and clients) while growing the customer base. The FP is expected to sell the full range of financial products and services through prospecting, lead utilization, referrals and local market development efforts.
At the same time deliver high levels of customer satisfaction and focus on customer needs.
Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.
Educates Regularly review cliemts portfolio`s
Advise on fixed income, equity investing, retirement and estate planning, tax strategies, mortgages, mutual fund and managed money investments.
Demonstrates leadership and act as a resource for other financial representatives
Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.
Educates customers to use technology to monitor, maintain and manage their investments.
Financial Planner job description
EDUCATION AND EXPERIENCE
5 or more years of financial services and sales experience
Bachelors degree preferred
Professionalism, excellent presentation and appearance are essential
A history of goal-oriented achievement in a number of fields
CFP, CRA or CMFC a plus
Series 7 and 63 required prior to hire
Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)
PC Skills and systems knowledge
Excellent communication and presentation skills
Financial Planner job description [end]
Conducts in-depth interviews to identify financial data and deliver financial advice based upon risk tolerance, financial goals and objectives, and individual circumstances.
Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs.
Introduces clients to investment strategies and works with client to develop financial plan using the appropriate guidance tools.
Positions appropriate products in the context of current needs as well as customer's long term financial plan.
Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.
Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.
Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities
Attain designated business goals (Customer Satisfaction, Households, Net FlowsSupport and champion branch Customer Experience Index initiatives.
With business partners satisfy customers' investment needs when faced with complex situations in a competitive environment.