JOB PURPOSE AND SUMMARY
The Lead Planner is the relationship manager for around 100 clients and oversees revenue between $700-1.1M. The Lead Planner is responsible for providing advice on matters related to Financial Advising and Investment Management. These areas include cash flow and tax planning, retirement planning, estate planning, insurance planning, and investment management.
In addition to servicing clients, this individual will spend about 25% of their time on business development through relationship-building and identifying prospects matching our unique target clientele.
This role has a base alongside a bonus structure based on company profitability and revenue growth.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Cultivate and foster strong, lasting connections with clients.
- Develop comprehensive financial plans.
- Effectively analyze and interpret financial information.
- Evaluate clients' plans to identify gaps impacting their goals, and develop impactful strategies to close these gaps, empowering them to achieve success.
- Confidently convey complex strategies with clarity, both in spoken and written communication, to ensure your ideas are understood and impactful.
- Proactively respond to client inquiries as they arise to demonstrate our commitment to their satisfaction and strengthen our partnership.
- Position yourself as an essential contributor within the community by actively engaging in events and pursuing leadership opportunities.
- Drive new business opportunities and build strong, lasting relationships.
- Articulate Syverson Strege's compelling value proposition to prospects with confidence.
SUPERVISORY RESPONSIBILITIES:
Direct Reports: 0
Indirect Reports: 0
QUALIFICATIONS
- Bachelor's degree required.
- CFP® required.
- Second designation or specialization required.
- 10 years of experience with a financial planning firm.
- Demonstrated success in driving sales and cultivating client relationships.
- Proficient in the use of Microsoft Office suite of products and financial calculators; ability to learn in-house programs and tools.
CRITICAL SUCCESS FACTORS:
- Collaborative team player who contributes positively to the firm's culture.
- Quick and accurate responses to clients.
- Show initiative and generate ideas proactively.
- Reliable and follows through on commitments.
- Possesses strong analytical skills.
- Highly motivated
- Ability to meet sales goals
- Strong organizational and time-management skills.
- Strong written and verbal communication skills
- Comfortable with a flexible work atmosphere (office and off-site meetings)
