The Finncil visor - Existing Client Plnning & Service provies comprehensive, ficiry-riven finncil plnning n reltionship mngement for n ssigne portfolio of clients. This role focses on service, plnning, n opertionl exection for existing clients. The visor ensres tht client plns re mintine, implemente ccrtely, n ligne with RI ficiry stnrs. The role incles opertionl ownership of client cconts, mentoring jnior stff, n contribting to client ection. ll ctivities re performe in complince with regltory reqirements n internl policies.
bot Leverge Plnners LLC
t Leverge Plnners, we bolish finncil nxiety for Ble Jen Millionires, proviing them with lifelong finncil secrity, freeom, n pece they eserve. escription
bot Leverge Plnners
Leverge Plnners is botiqe retirement welth mngement firm heqrtere in Belleve, W. We help clients chieve lifelong finncil secrity, clrity, n pece of min throgh strctre, sfety-first plnning. Or tem opertes on efine processes, collbortion, n consistent client experience-not inivil visor silos.
Role Overview
s n Existing Client Finncil visor, yo will:
Serve s the primry plnning visor for ssigne clients Le nnl n perioic review meetings sing or strctre plnning frmework Mintin n pte client plns cross income, portfolio, tx, helthcre, n estte plnning res Ensre recommentions re implemente ccrtely n on time, in coorintion with internl tem members n externl prtners Spport jnior tem members, incling mentoring Client Service pprentices Inepenently mnge ccont opertions sch s istribtions, withrwls, RM processing, n beneficiry ptes, ner complince gince. ll client recommentions n ctions re sbject to RI ficiry stnrs n complince review. Investment vice is provie only by ppropritely license visors.
Key Responsibilities Client Plnning & Reltionship Mngement Serve s primry point of contct for ssigne clients Le nnl n perioic review meetings sing the firm's strctre plnning frmework Mintin n pte client plns cross: Income n istribtion strtegies Portfolio n sset lloction plnning Tx-wre plnning Helthcre n long-term cre plnning Estte plnning coorintion Client Risk Mngement & Insrnce Ientify insrnce n income protection gps Recommen life insrnce, nnities, or long-term cre soltions in complince with licensing reqirements Coorinte implementtion with internl tem n externl prtners ccont Opertions & Service Exection Inepenently mnge ccont opertions, incling: istribtions n withrwls Reqire Minimm istribtions (RMs) Beneficiry ptes Service recovery n isse resoltion Mintin ccrte recors n workflow iscipline cross cstoil, plnning, n CRM systems Conct client review meetings inepenently or with le visor Collbortion & Mentorship Collborte with Senior visors n Client Service tem to ensre consistent pln exection Mentor n spport jnior stff, incling Client Service pprentices Client Ection & Commniction Contribte to client ection throgh presenttions, written content, or vieos, sbject to complince pprovl Prticipte in complince-pprove firm content, incling client ection mterils or vieos Mintin proctive, cler commniction with clients Complince & Professionl Stnrs Sty crrent on instry trens, RI regltions, n ficiry stnrs Ensre ll ctions, ocmenttion, n recommentions comply with regltory reqirements n internl policies Investment vice is provie only by ppropritely license visors Reqire Experience & Competencies Cnites mst emonstrte proficiency in the following tools, workflows, n systems:
Schwb visor Center : ily n inepenent se Finncil Procts & Opertionl Knowlege : Bffere ETFs, strctre notes, privte creit, privte eqity, fixe inexe nnities, whole life insrnce, long-term cre strtegies (opertionl n client service responsibilities only; investment vice provie by license visors) Plnning Softwre : eMoney for plnning spport n client-fcing workflows; Holistipln for tx-wre plnning t & Reporting : Excel n/or Google Sheets, incling client trcking n internl reporting CRM Pltforms : HbSpot or similr RI Experience : 2-5 yers in n RI, hybri RI, or comprble ficiry environment Qlifictions Reqire Prior experience in finncil visory or client-fcing plnning role Strong knowlege of comprehensive finncil plnning Series 65 (or eqivlent) license Life & Helth insrnce license (W) Excellent interpersonl n commniction skills Professionl, pprochble, n ble to bil trst with clients High ttention to etil n follow-throgh bility to work within collbortive, process-riven visory moel Preferre CFP® or eqivlent Retirement Specilist esigntion psse or in-progress Experience working with retirees or pre-retirees Fmilirity with Insrnce Instry Fmilirity with RI ficiry environments Proficiency with finncil plnning softwre n CRM systems Compenstion & Benefits Bse Slry: $75, - $1,, epening on experience Totl Csh Compenstion: $9, - $125,, incling iscretionry performnce-bse bons The pper en reflects strong client ownership, proctive client enggement, inepenent exection of client review meetings, n contribtion to service excellence Meicl & entl contribtions 41(k) with employer mtch Pi holiys n PTO Professionl evelopment n licensing reimbrsement Free prking n on-site fitness center Work Moel & Loction Loction: Belleve, W (In-Person), Occsionl trvel to nerby offices (Renton n Montlke Terrce)
Schele: Mony-Friy, 8:m-5:pm (flexible)
Sponsorship: Not vilble
Eql Opportnity Employer Leverge Plnners is n eql opportnity employer n vles iversity. We o not iscriminte bse on rce, color, religion, sex, sexl orienttion, gener ientity, ntionl origin, isbility, or protecte vetern stts.
How to pply Sbmit yor resme, cover letter, n 2-3 minte vieo (Loom or selfie) nswering:
- Why re yo intereste in service-focse, existing-client visory role (not sles-riven)?
- How o yo help nxios or ncertin clients feel confient in their finncil pln?
- escribe yor experience working within efine plnning process or frmework.
This is not sles pitch; we wnt to nerstn how yo commnicte n pproch client service.
Slry $75, - $1, per yer
Financial Advisor - Existing Client Planning & Service in bellevue at Unknown Company
This position is listed as full time and onsite.