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Hybrid Planning Solutions Consultant

at Cnect
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Posted last month

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About the role

  • Build rapport and maintain deep relationships with affiliated financial professionals (“FPs”) and their HNW clients/investors.
  • Influence FPs to lead with a formal Financial Plan to better serve affluent investors.
  • Host and conduct discovery, facilitate data entry for analysis, provide commentary, and make recommendations.
  • Provide effective and concise communication of financial concepts to FPs and their investors.
  • Respond timely to inbound FPs requests for help to maintain service level agreements, assess urgency and impact, then prioritize and re-prioritize tasks, as required.
  • Proactively initiate verbal and written outbound correspondence to initiate new business development to grow assets under management.
  • Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments.
  • Honor promises to FPs, follow through on commitments to internal stakeholders, be receptive to constructive dialogue to drive positive change, and learn from others, including the Senior APT Consultants.
  • Aspire to servant leadership, focus on continuous self-improvement, and challenge the status quo.
  • Build strong relationships with our affiliated advisors, APT teammates, internal business partners, and specialists by fostering collaboration.
  • Follow up with fellow APT members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly documented and shared internally.
  • Monitor work to ensure compliance with goals and standards.
  • Other duties as assigned.

Requirements

  • Ability to review, analyze, and recommend investment opportunities.
  • Familiarity with charitable giving strategies.
  • Expert in Microsoft Office; especially PowerPoint, and Excel.
  • Salesforce utilization is required.
  • Gain proficiency and expertise in the products and platforms offered by Cetera Financial Services.
  • Demonstrated ability to be an integral team member on large-scale, complex planning opportunities.
  • Utilize internal teams subject matter experts for presentation of complex planning strategies.
  • Highly energetic self-starter.
  • Ability to meet designated business and sales goals of asset implementation, revenue, and profitability.
  • BS/BA in business, finance, economics, accounting or related field.
  • FINRA 7 & 63 licenses are required
  • Life insurance license preferred.
  • CFP designation preferred.
  • 5+ years in client and/or advisor facing high-net-worth planning role
  • Experience with implementing insurance and risk management solutions.

Benefits

  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Job title

Planning Solutions Consultant

Job type

Full Time

Experience level

Mid levelSenior

Salary

$82,000 - $87,000 per year

Degree requirement

Bachelor's Degree

Location requirements

HybridDallasUnited States

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