Thecentermemphis
Financial Planning Consultant- Naples, FL
Thecentermemphis, Naples, Florida, United States, 33939
Job Description Summary
Analyze and evaluate customer needs and circumstances to develop a bespoke financial strategy and plan for individual customers (business to consumer). Advise clients on investment implications and opportunities.
Job Description
Responsibilities:
Develop and implement a relationship management plan to identify and build relationships with decision-makers within potential customer organizations, enabling effective communication and issue resolution.
Identify potential customers through referrals, recommendations, trade shows, and conferences.
Set objectives for each sales interaction; tailor presentations to decision-makers; ask relevant questions to gauge interest and identify further needs.
Define and deliver financial products that meet customer needs, explaining options and inviting purchase under standard terms.
Advise managers on applying procedures and standards; oversee customer service teams to meet productivity goals.
Handle complex issues, analyze data, and work independently.
Identify non-compliance issues and escalate as necessary.
Participate in ongoing training and professional development, maintaining industry knowledge and certifications.
Support business processes and utilize standard software and systems effectively.
Build trust and articulate customer needs in their business language and context.
Communicate clearly and effectively, ensuring positive customer interactions and mutual commitments.
Develop solutions aligned with business objectives, conduct market research, and analyze customer data to maximize ROI.
Navigate customer conversations skillfully, including handling frustrated clients, and facilitate commercial negotiations.
Identify and pursue sales opportunities during service interactions, recognizing potential clients and opportunities.
Education:
Bachelor’s in Accounting, Business Administration, or Finance
Work Experience:
13 months to 3 years
Certifications:
FINRA S66, S7, and SIE exams
Travel:
Less than 25%
Workstyle:
Hybrid
Raymond James promotes a culture based on five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve, aligned with core values of client-first, integrity, independence, and a long-term perspective.
Our commitment to diversity and inclusion is reflected in our respect for the unique backgrounds of all employees. We are an equal opportunity employer committed to merit-based employment decisions.
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Analyze and evaluate customer needs and circumstances to develop a bespoke financial strategy and plan for individual customers (business to consumer). Advise clients on investment implications and opportunities.
Job Description
Responsibilities:
Develop and implement a relationship management plan to identify and build relationships with decision-makers within potential customer organizations, enabling effective communication and issue resolution.
Identify potential customers through referrals, recommendations, trade shows, and conferences.
Set objectives for each sales interaction; tailor presentations to decision-makers; ask relevant questions to gauge interest and identify further needs.
Define and deliver financial products that meet customer needs, explaining options and inviting purchase under standard terms.
Advise managers on applying procedures and standards; oversee customer service teams to meet productivity goals.
Handle complex issues, analyze data, and work independently.
Identify non-compliance issues and escalate as necessary.
Participate in ongoing training and professional development, maintaining industry knowledge and certifications.
Support business processes and utilize standard software and systems effectively.
Build trust and articulate customer needs in their business language and context.
Communicate clearly and effectively, ensuring positive customer interactions and mutual commitments.
Develop solutions aligned with business objectives, conduct market research, and analyze customer data to maximize ROI.
Navigate customer conversations skillfully, including handling frustrated clients, and facilitate commercial negotiations.
Identify and pursue sales opportunities during service interactions, recognizing potential clients and opportunities.
Education:
Bachelor’s in Accounting, Business Administration, or Finance
Work Experience:
13 months to 3 years
Certifications:
FINRA S66, S7, and SIE exams
Travel:
Less than 25%
Workstyle:
Hybrid
Raymond James promotes a culture based on five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve, aligned with core values of client-first, integrity, independence, and a long-term perspective.
Our commitment to diversity and inclusion is reflected in our respect for the unique backgrounds of all employees. We are an equal opportunity employer committed to merit-based employment decisions.
#J-18808-Ljbffr