Client Strategies Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Collect, organize, and assess detailed financial information from clients.

• Develop and deliver thorough financial plans for both prospective and current clients, including high-net-worth individuals and business owners.

• Conduct analyses that encompass retirement, cash flow, investments, education funding, Social Security, taxes, estate planning, wealth transfer, insurance, and risk management requirements.

• Ensure the accuracy of client records and planning documentation to uphold compliance, continuity, service quality, and advisory experience.

• Create materials for clients, facilitate planning discussions, clarify recommendations, take notes, and monitor follow-up tasks.

• Collaborate with financial professionals to determine planning needs, formulate tailored recommendations, and execute financial strategies.

• Work together with internal and external specialists in investment, insurance, estate, tax, client service, sales support, and advanced sales.

• Enhance planning workflows, documentation standards, quality control, technology implementation, and team productivity.

• Oversee reporting metrics and manage projects.

• Investigate financial planning subjects and remain updated on pertinent industry best practices.

• Provide responsive, confidential, and professional client service while exemplifying sound judgment, meticulous attention to detail, follow-through, and fiduciary principles.

⛳️ Requirements

• Bachelor’s degree in financial planning, finance, economics, business, accounting, or a related discipline.

• A minimum of five (5) years of experience in a client-facing financial planning, wealth management, advisory, investment, or comparable financial services role.

• CFP® certification or in the process of obtaining the credential.

• Valid Series 7 and Series 63/65 or Series 66 licenses required, or the ability to fulfill licensing requirements within the specified timeframe if applicable.

• Proficient with financial planning software such as eMoney, RightCapital, MoneyGuidePro, and the capability to learn additional systems.

• Proven ability to meet deadlines, deliver accurate work, communicate professionally, and ensure high-quality client outcomes.

• Advanced knowledge of financial planning.

• Strong analytical capabilities.

• Excellent verbal and written communication skills.

• Exceptional attention to detail and organizational skills.

• Capacity to juggle multiple complex priorities in a fast-paced, collaborative environment.

• High emotional intelligence and strong listening abilities.

• Client-focused mindset with the ability to foster trusted relationships.

• Strong follow-through and accountability for client action items, implementation steps, and planning deliverables.

• Growth-oriented mindset, intellectual curiosity, receptiveness to feedback, and dedication to continuous improvement.

• High level of discretion and professionalism.

• Ability to maintain confidentiality regarding sensitive client information.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching.

• Opportunities for professional development and continuing education.

• Flexible work arrangements and supportive company culture.