Responsibilities
- Serve clients by putting clients’ needs first and with a sense of urgency
- Take a holistic planning first approach to fulfilling clients’ financial goals
- Listen to and understand each client’s unique complexities and desires before acting
- Lead a team and model excellence in financial planning knowledge, skill, and team development
- Initiate conversations and coordinate action plans in all aspects of a client’s financial life
- Coordinate action plans in goals-based planning, taxation, estate planning, and retirement
Requirements
- Passion to serve
- Commitment to doing the right thing over the easy thing
- Client-first mindset
- Ability to listen to and understand clients’ unique complexities and desires
- Leadership skills to lead a team
- Expertise in financial planning