Job Description

Here at Career Market, we specialize in identifying and matching your needs through the hidden Market (intermediate to executive level candidates) Career Market focuses on Fortune 500 companies mainly in the Financial Services, Pension, Real Estate, Public Accounting and the Infrastructure industry.

We are currently seeking a Senior Account Manager Financial Planner.

The Senior Account Manager Financial Planner must be a self-motivated and results-driven individual who is proficient at problem solving, decision making, establishing effective collaboration, and excellent managerial and communication skills; is fascinated, motivated to make things better, and presents a personality that is purposefully relaxed and calm.

Traits for Success:

• Possess a forward-thinking mindset and the flexibility to adapt to changing job requirements Actively participate with the team, promoting the goals and objectives of the Firm
• Deliver exceptional service to clients and coworkers.
• Communicate and transmit information clearly and consistently
• Apply sound reasoning when confronted with a variety of issues.
• Focus on desired outcomes and results, and how to achieve them most effectively, in order to complete tasks.
• Effectively collaborate with others to achieve a common objective

Duties:

• Capacity to think strategically, to thrive in a client-focused environment that is dynamic, and to establish a strong team environment with a sense of excellence.
• Maintain a high level of ethics, professionalism, confidentiality, tact, diplomacy, and sensitivity at all times to positively represent the Firm.
• Effective verbal and written communication skills to effectively interact with clients and team members.
• Identifies the client\'s life and financial objectives, conducts thorough evaluations, and cultivates long-term relationships.
• Engages with prospects to proactively establish a sales pipeline and create marketing plans to promote financial services based on value-added advice.
• Planning and leading teams, such as audit teams, meetings, client engagements, and fieldwork assignments, including budget and resource requirements.
• Extensive understanding of the competitive landscape, market tendencies, economic conditions, and regulatory environment.
• Conducts periodic evaluations of client investment plans and identifies opportunities to acquire additional assets.
• Participates in client meetings, responds to inquiries, and manages relationships to ensure that client expectations are met or exceeded.
• Investments, retirement planning, financial flow management, tax planning, and estate planning experience.
• Participates in events to build brand awareness and to establish, maintain, and cultivate community contacts in order to increase agency visibility and maximize new business opportunities.

Qualifications:

CPA and CFP Designation with 5+ years of experience after designation

Here at Career Market, we specialize in identifying and matching your needs through the hidden Market (intermediate to executive level candidates) Career Market focuses on Fortune 500 companies mainly in the Financial Services, Pension, Real Estate, Public Accounting and the Infrastructure industry.

We are currently seeking a Senior Account Manager Financial Planner.

The Senior Account Manager Financial Planner must be a self-motivated and results-driven individual who is proficient at problem solving, decision making, establishing effective collaboration, and excellent managerial and communication skills; is fascinated, motivated to make things better, and presents a personality that is purposefully relaxed and calm.

Traits for Success:

• Possess a forward-thinking mindset and the flexibility to adapt to changing job requirements Actively participate with the team, promoting the goals and objectives of the Firm
• Deliver exceptional service to clients and coworkers.
• Communicate and transmit information clearly and consistently
• Apply sound reasoning when confronted with a variety of issues.
• Focus on desired outcomes and results, and how to achieve them most effectively, in order to complete tasks.
• Effectively collaborate with others to achieve a common objective

Duties:

• Capacity to think strategically, to thrive in a client-focused environment that is dynamic, and to establish a strong team environment with a sense of excellence.
• Maintain a high level of ethics, professionalism, confidentiality, tact, diplomacy, and sensitivity at all times to positively represent the Firm.
• Effective verbal and written communication skills to effectively interact with clients and team members.
• Identifies the client\'s life and financial objectives, conducts thorough evaluations, and cultivates long-term relationships.
• Engages with prospects to proactively establish a sales pipeline and create marketing plans to promote financial services based on value-added advice.
• Planning and leading teams, such as audit teams, meetings, client engagements, and fieldwork assignments, including budget and resource requirements.
• Extensive understanding of the competitive landscape, market tendencies, economic conditions, and regulatory environment.
• Conducts periodic evaluations of client investment plans and identifies opportunities to acquire additional assets.
• Participates in client meetings, responds to inquiries, and manages relationships to ensure that client expectations are met or exceeded.
• Investments, retirement planning, financial flow management, tax planning, and estate planning experience.
• Participates in events to build brand awareness and to establish, maintain, and cultivate community contacts in order to increase agency visibility and maximize new business opportunities.

Qualifications:

CPA and CFP Designation with 5+ years of experience after designation

Career Market