Managing Financial Advisor
- Job Title
- Managing Financial Advisor
- Job ID
- 27735052
- Location
- Williamston, MI, 48895
- Other Location
- Description
-
CG Financial Services is seeking a motivated Managing Financial Advisor to join our team in Williamston, MI. As the Managing Financial Advisor, you will provide ongoing client advice to deepen client engagement and maintain proactive, professional communication with clients to ensure an excellent client experience. Successful Managing Financial Advisors maintain high standards of compliance in all aspects of the business including team reporting and operations. Demonstrate your commitment to achieve defined business goals so everyone can thrive and thoroughly enjoy their role on the team.
The ideal Managing Financial Advisor will demonstrate the following core values:
Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges.
Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.
Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.
DETAILED RESPONSIBILITIES:
1. Further adoption of advice engagement and implementation as well as deepen client relationship.- Further engage in planning areas to solidify quality of advice, identify potential new solutions, and enhance client relationship.
- Regularly report to and communicate with the Senior Financial Advisor and team regarding client service and account management.
- Escalate account administration problems/client issues if required.
- Coordinate and manage Insurance Application and Application Follow Up.
- Monitor your individual activities to ensure adherence to policies and procedures, completeness and accuracy.
- Ensure all correspondence is completed accurately and stored in accordance with team standards, as well as corporate and industry standards
- Review and initiate action on the following reports daily:
- Client planning engagement status
- Open new business items
- Team operation functions
- Prepare other weekly, monthly, quarterly and annual reports as requested.
3. Assist with ongoing tasks/initiatives to ensure effective communication and optimal client experience delivery.- Maintain comprehensive communication records using a contact management system including email capture, notes, call history, tasks, FORM Profiles, etc.
- Attend, participate, and lead the Weekly Team Meeting
- Work collaboratively with everyone on the team to ensure a positive work environment and exceptional client experience.
4. Help the entire team achieve specific BUSINESS GOALS and OVERALL SUCCESS.- Participate in the Quarterly Strategic Team Meetings
- Provide various business reporting as and when required by the Senior Financial Advisor for review and/or discussion
- Meet with the Senior Financial Advisor to understand business goals and the various strategies in place to achieve them
- Take pride in your personal workspace keeping it organized and professional
- Support ongoing change initiatives and new business practices in the business
- Be willing to learn new things to build confidence and maintain enthusiasm for your role
- Be open to other tasks as required
POSITION REQUIREMENTS:- Series 65 or 66 licensing required
- Bachelor’s degree in finance, business or related field. Advanced degrees or industry certifications are a plus.
- Two (2) years of financial services experience highly preferred.
- Knowledgeable in formatting and analyzing client financial information.
- Experienced with general investment products (mutual funds, annuities, insurance, etc.)
- Excellent computer skills with working knowledge of MS Office.
- Experience with or a working understanding of contact management software.
- Excellent organizational and time management skills.
- Personable, authentic, and able to create positive rapport with others.
- Ability to develop positive working relationships with Senior Financial Advisors, Relationship Managers, clients and colleagues.
- Well-developed problem-solving skills sufficient to identify problems, generate solutions and decide on appropriate course of action.
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