Responsibilities

• Collaborate with firm leadership and Financial Planning Consultants to execute wealth-management growth plans and retention strategies.
• Partner with CPA firms to perform SWOT assessments, set goals, and define priorities and growth actions.
• Guide discovery, goal-setting, best-practice coaching, and presenting solutions to firms to grow their wealth-management business.
• Drive firm growth by increasing producers and penetration, and achieve net-new asset targets for assigned firms.
• Communicate wealth-management strategies to CPA firm clients for successful introductions.
• Host regular educational sessions with partners to inform CPAs on wealth management topics.
• Track and report prospect and pipeline activity in CRM to leadership and firm stakeholders.
• Maintain regular progress updates with firm leaders to ensure accountability and results.

Requirements

• At least 5 years related financial services/planning experience and/or training.
• Demonstrated financial management and budgeting skills with data-driven decision making.
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
• Build strong relationships across all teams by fostering collaboration.
• Act as a partner in connecting ideas and opportunities with internal team members and subject matter experts.
• Responsible for project management and integrating resources to ensure timely deliverables to CPA firms.
• Willingness to travel to CPA firms based on segmentation and engagement model (20% travel).

Preferred

• Bachelor’s degree (B.A.) from four-year college or university preferred.
• Series 65 and state insurance license, preferred.
• CFP preferred.
• Travel to CPA firms based on segmentation and engagement model (20% travel).

Benefits

• Inclusive health, dental, vision and life insurance plans supporting diverse lifestyles and family needs.
• Easy access to mental health benefits for employees and families.
• 20+ days of PTO, holidays, and wellness days for work-life balance.
• 401(k) with company contribution up to 5% and access to financial planning support.
• Paid parental leave for birth, adoption, or foster care.
• Health Savings and Flexible Spending Account options.
• Employee Assistance Program (EAP), identity protection, and additional benefits.