Manage client relationships, identifying and meeting client needs Develop and present financial plans to clients Oversee the implementation of financial plans
Lead a team and manage the responsibilities and performance within the team Actively work to recruit the professionals needed for the team Resolve conflicting priorities and allocate resources within the team Coach and develop team members
Engage with the firm’s strategic planning process and contribute to key initiatives Participate in firm committees Contribute in every way to making the firm better
Attract new clients to the firm Elicit referrals from existing clients through exceptional client service Work with the firm to develop a personal marketing plan Participate in strategies to develop a niche or specialty market Build a network of business contacts in the target market
Skills Being Developed
Business development Mentoring, coaching and developing others Contributing to the strategic initiatives of the firm
The position is typically paid a percentage of the revenue for which the professional is responsible, or paid with salary and incentives
Degrees and Designations
Bachelor’s degree, CFP® certification Typical Experience three to 10 years
Revenue responsibility and new revenue developed Client retention and satisfaction Execution of marketing plan and other strategic projects Development of the careers of those supervised and mentored
Managing client relationships Managing a team Providing feedback and improving the performance of other professionals Developing new business through referrals and marketing
Internal Number: 001
About Peak Financial Services, Inc.
Comprehensive Wealth Management practice specializing in retirement and estate planning, and college funding. We have two staff members and 1 CFP/President managing approximately $100mm in assets.