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    Lead Financial Advisor - Scottsdale, United States - D. French Advisors

    D. French Advisors
    D. French Advisors Scottsdale, United States

    4 weeks ago

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    Description
    • Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their "Life Plan".
    • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
    • Communicates our unique value proposition to prospective clients and works to establish themselves as their trusted financial advisor.
    • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
    • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team.
    • Creates opportunities and represents their team at public speaking events including community events, industry events, etc..
    • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.
    • Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.
    • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.
    • Assist with development and presentation of training programs including coaching of team members on financial planning strategies.

    Your Experience

    • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNERTM (CFP) designation.
    • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
    • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
    • Unquestioned commitment to integrity in personal and professional activities.
    • Highly motivated with ability to function well in a fast-paced environment.
    • Self-starter by nature.
    • Excellent organizational, leadership, communication and presentation skills.
    • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
    • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.
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