Planning/Service Advisor

FEFA Financial LLC•Valley Park, MO

1d•$65,000 - $175,000•Onsite

About The Position

FEFA Financial is seeking talented, hard-working, and unentitled individuals to join our team as Planning Advisors. This role focuses on retaining clients through excellent service and financial planning execution. We are entering a growth phase and are looking for individuals who are enjoyable to work with and committed to long-term success within the company. Planning Advisors work closely with our internal Planning Team to ensure clients receive the highest quality financial planning and execute said planning. While there may be occasional interactions with prospects, the primary focus is on client retention. All advisors receive 6-12 months of comprehensive training, covering internal processes, planning, and culture, before interacting with clients. We cover studying and licensing costs for those not yet licensed.

Requirements

Detail-oriented
Enjoy solving problems that others cannot or would not want to
Like talking and interacting with Clients
Focused on the outcome their Clients receive more than that of their own
Don’t mind putting in the work
Can think on their feet
Must align with FEFA's DNA and Core Values
Must have a competitive spirit and the motivation to always be improving themself

Nice To Haves

Experience is not required as we are happy to license and train hirees in house.
Ability to work hard to find the right company and stay for double-digit years.
Enjoying co-workers' company.
Being direct with co-workers.
Having a couple of dogs in the office makes everybody’s day better.

Responsibilities

Retain clients through excellent service and financial planning execution.
Execute financial plans laid out for clients.
Ensure clients do not leave the firm.
Assist in the onboarding of new clients.
Run Strategic Reviews with existing clients.
Ensure clients know that all possible efforts are being made to increase their net worth.
Work closely with the internal Planning Team to ensure clients receive the highest quality financial planning.
Execute financial planning with clients.