Communication Skills, Customer Relations, Customer Support/Service, Estate Planning, Financial Planning, Insurance, Philosophy, Revenue Growth, Strategic Planning, Tax Planning
Cincinnati, OH
Full-Time/Direct-Hire
- Job Duties
- Join private wealth advisor in client meetings and serve as a "chair 2"
- Aid in client meetings by making presentations, taking notes, completing dictation, and building client relationships
- Implement financial plans for clients (with guidance from private wealth advisor)
- Take the lead on routine client questions
- Degrees, Designations, and Licenses
- Bachelor's Degree
- CFP
- 7/63/SIE/L&H
- Industry experience
- Skill Requirements to excel in this position
- Understanding and execution of firm's planning philosophy and planning process
- Ability to use firm planning philosophy to develop well thought out recommendations to meet client needs
- Service mindset for excellent client care and client rapport building
- Internal and external communication skills and organization that creates harmony with clients and team members
- Skill Requirements to be promoted
- Fluent and confident in financial planning, tax strategies, estate planning, investments, insurance
- Crisp and professional client communication skills
- The ability to build trust and grow revenue (Client refers additional prospects, turns over more business to the firm, etc.)
- Becoming the client "go to person" and in many cases their chair 1 relationship
- Great attitude
T
The Premier Resources Group
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