Senior Financial Advisor

AP Professionals is partnering on retainer with a national wealth management firm to grow their team. This firm is experiencing unprecedented growth. They invest in lead generation and cold calling teams separately from the advisory role. Additionally, they have the infrastructure of a large company in an entrepreneurial environment. This newly created position will be responsible for client retention and reviewing/presenting client-related financial plans and investment recommendations with existing clients.

The role requires a CFP and strong communication skills. No book of business required! This firm is exceptional!

• Conducts all on-going client meetings once prospect transitions to a client.
• Be able to conduct preliminary meetings.
• Solves complicated financial planning, estate, tax, and retirement issues.
• Monitor lead flow, contact, and follow up.
• Serves on investment management committee or helps determine firm investment strategies for clients.
• Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients.
• Participates and coordinates marketing efforts for the Senior Advisors.
• Facilities all onboarding work for new clients.
• Coach and mentor Relationship Managers.
• Monitor Opportunities within each client's portfolio.
• Monitor sales flow and process and be able to provide innovative ideas to increase efficiency and effectiveness.

• Bachelor’s degree in finance, economics, business administration, or related field required. Certified Financial Planner (CFP®) designation required.
• Minimum 5 years of experience in financial planning, investment management, or a related field.
• Strong communication and client relationship management skills.