Qualifications

• CFP certification required; CRC preferred.
• Bachelor's degree or equivalent experience needed.
• 5+ years in a relevant industry role.
• Proven ability to build internal partnerships.
• Strong communication skills, both oral and written.
• Team player with an entrepreneurial mindset.
• Familiarity with financial planning tools.

Responsibilities

• Identify client objectives and monitor financial progress.
• Broaden relationships with affluent clients across investments, deposits, and lending.
• Establish trust to earn referrals from clients.
• Engage prospects to promote investment products.
• Analyze client financial data to identify needs.
• Use discovery tools to find opportunities for clients.
• Develop and present financial solutions to meet client goals.
• Collaborate with colleagues to implement chosen solutions.

Benefits

• Fully onsite work environment.
• Opportunity to build lasting client relationships.
• Engagement with affluent clientele.
• Access to a range of financial products and services.
• Supportive team culture fostering collaboration.