Source and acquire new clients to build business
Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
Follow up with prospective clients, maximize relationships, create referrals and referral partnership
Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals
Maximize relationships, create referrals and keep SalesForce updated
Research industry guidelines. Stay up to date with current events and market trends
Comply with current policies and procedures for financial, investment, tax and insurance industry
Requirements
- At least 5 years of Financial Services industry experience
- At least 3 years of experience as a planning-based Advisor
- FINRA Series 65 License or 7 and 66
- Proficient in MS Office Suite and CRMs
- CFP designation is preferred
Core Competencies
Demonstrates expertise in financial planning and client relationship management, leveraging strong analytical skills to develop tailored financial strategies. Proficient in utilizing CRM systems and maintaining compliance with industry regulations.
Highest-signal resume keywords
- Financial Services Industry Experience
- Planning-Based Advisor Experience
- FINRA Series 65 License
- CFP Designation
- Proficient in MS Office Suite
ATS Optimization Keywords
Hard Skills
- Financial Planning
- Client Relationship Management
- Lead Generation
- Financial Analysis
- SalesForce Proficiency
Soft Skills
- Communication
- Relationship Building
- Analytical Thinking
Certifications & Qualifications
- FINRA Series 65 License
- CFP Designation
Industry Keywords
- Wealth Management
- Investment Strategies
- Tax Compliance
- Insurance Industry Guidelines
- Market Trends
Tools & Technologies
- SalesForce
- MS Office Suite
- CRM Systems