Financial Planning Consultant- Naples, FL

Job Description Summary

Analyze and evaluate customer needs and circumstances in order to develop a bespoke financial strategy and plan for individual customers (business to consumer). Advise clients about investment implications and opportunities.

Job Description

Responsibilities: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences. Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation. Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems. Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Advise managers how to apply a wide variety of existing procedures and precedents. Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues. Collate and analyze data using preset tools, methods, and formats. Involves working independently. Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Skills: Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Works without supervision and provides technical guidance when required to accurately identify and understand the key buying influences pertaining to an opportunity. Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers.  Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client’s organization.  Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.  Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.  Works without supervision and provides technical guidance when required to acknowledge and ask questions to understand the circumstances surrounding client indifference. Works without supervision and provides technical guidance when required to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.  Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance. Works w