Client-Centric Financial Planner Position

Join a thriving financial planning team as a Client-Centric Financial Planner focused on empowering mass affluent clients. Utilize in-depth advice to support their financial ambitions.

In this position, you'll partner with clients to assess and understand their financial objectives while applying your 3-5 years of banking experience.

Your role will include leveraging data insights to tailor recommendations and enhance client relationships. A strong commitment to excellence and continuous improvement will be essential, along with collaboration efforts to drive team success.

Key Responsibilities:

• Partner with clients to uncover financial goals

• Leverage data to enhance program effectiveness

• Collaborate on team objectives for improved service

• Monitor productivity and share improvement initiatives

• Mentor colleagues and support team dynamics

Requirements:

• Bachelor’s degree preferred

• 3-5 years in banking with relationship management experience

• Willingness to secure RR licensing if not licensed

• Desire to achieve CFP within three years

• Comprehensive knowledge of financial regulations

Bring your passion for client-focused financial planning to make a meaningful impact.
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