The Skills You Bring
•Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
•Ability to profile to understand planning needs and identify appropriate solutions
•You have a vested interest in building relationships and being an advocate for clients
•You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
•Comfort making outbound calls to further educate clients and uncover opportunities

The Value You Deliver
•Educating and planning with clients to uncover opportunities that will lead to the client's success
•Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
•Building long-lasting, meaningful relationships with clients
•Mentoring and supporting the success of your peers