• Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives
• Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies
• Build and maintain a client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis
• Provide knowledgeable, objective finance and financial planning guidance and customized financial strategies to consumer segments that demand high-quality services
• Support in securities trading of client portfolios
• Meeting clients, analyzing their personal financial and lifestyle requirements, and developing high-quality advice strategies
• Contribute towards process improvement within a business focused on servicing client needs with professionalism and in an ethical manner
• Work with the support team to ensure accurate implementation of advice strategies and to provide ongoing advice
• Provide advice to a range of HNW-established professionals in super, insurance, pre- and post-retirement, new business and ongoing servicing of clients
• Working to agreed targets and standards
• Providing expert advice and solutions in the area of financial planning – including investments, financial management, tax planning and retirement planning

Skills: Financial Strategy Development, Client Analysis, Product Implementation, Customer Service, Communication Tracking, Financial Planning, Administrative Support, Networking

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Ensure that exceptional customer service is provided to existing clients
• Track and monitor communications in the client file, including strategies and financial advice given
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Communicate with clients and the custodians' institutional service teams to facilitate the processing of paperwork and a variety of administrative / account maintenance tasks and projects
• Join most client meetings to take notes as well as record and track next steps
• Work with select clients on specific financial planning projects
• Work with a small number of clients to create and maintain a more complete financial plan
• Network and build strong referral partnerships with 3rd parties and internal stakeholders

Skills:  Strategy Presentation, Financial Analysis, Product Implementation, Customer Service, Communication Tracking, Financial Planning, Process Facilitation, Networking

• Provide knowledge on financial planning and the importance of having a Takaful plan
• Deliver world-class customer service to clients
• Attend and participate in all company functions
• Prepare weekly and monthly reports for monitoring purposes
• Develop relationships with existing clients and provide strategic, quality advice offering delivered with a client-centric approach
• Maintain high-level compliance standards
• Identify opportunities and provide holistic advice to clients with a range of wealth needs
• Assist clients with decisions around the best way to protect and grow their wealth, and balance competing financial goals
• Accurately assess the Client’s needs, objectives, and risk tolerance and formulate an effective financial plan/strategy to meet their needs
• Managing (where appropriate) relationships with key centers of influence and internal stakeholders
• Growing the client revenue base as and when the opportunity arises

Skills: Financial Education, Exceptional Customer Service, Event Participation, Reporting Skills, Relationship Management, Compliance Management, Holistic Financial Advice, Revenue Growth

• Work with a high-performing and growth-oriented team in downtown Long Beach
• Develop a comprehensive financial planning strategy for the firm
• Provided technical and financial support to clients and colleagues
• Deliver private client/integrated wealth/emerging wealth service model to 70 households
• Manage ongoing client service while taking on new clients and building strong relationships
• Grow yourself personally and professionally with the support of a team to advance to Head of the Department
• Identify financial services needs with potential and existing clients
• Sourcing new Life, Investment, and Pensions business 
• Provide professional advice and consultation for needs
• Making recommendations and providing solutions to the client’s requirements
• Ensuring adherence to compliance regulations and standards

Skills: Team Collaboration, Strategy Development, Technical Support, Client Service Management, Professional Growth, Needs Identification, Business Development, Compliance Adherence

• Meet the requirements of the T&C scheme for competence to advise on an ongoing basis
• Demonstrate application of the Hargreaves Lansdown company culture and the Treating Clients Fairly approach
• Assist clients in making informed buying decisions
• Commercial approach to all aspects of business
• Maintenance of a professional appearance and approach when representing Hargreaves Lansdown
• Meet all company standards for dealing with clients and inquiries
• Operate within licensing restrictions and approved areas of advice at all times
• Provide ongoing service and advice to clients
• Conducting regular reviews of clients' financial plans and making recommendations as appropriate
• Manage financial professional and client relationships
• Provide holistic advice to a range of clients

Skills: Client Support, Business Acumen, Professionalism, Standards Adherence, Licensing Compliance, Client Servicing, Financial Planning, Holistic Advisory

• Experience in financial planning
• Experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Proven application of all aspects of a client’s financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning
• Excellent verbal and written communication skills, detail-oriented
• Able to manage many time-sensitive tasks simultaneously, pro-active self-starter, strong organizational skills and presentation skills
• Demonstrated ability to create and present comprehensive financial plans one-on-one with clients
• Quickly establish trust and build long-term client relationships
• Proven ability to navigate multiple client needs, deliver on multi-product sales goals, and analyze and present investment portfolios to clients
• Comprehensive PC skills, including the ability to quickly learn Empower Retirement’s record-keeping system
• A high level of agency in a remote startup environment and a bias toward action
• Excellent writing and communication skills

Qualifications: BA in Financial Planning with 3 years of Experience

• Working experience with real-time leads from families who have requested individual consultation from a Life Insurance Professional
• Familiarity with Advanced Market Products (Indexed Universal Life products, Fixed Annuities)
• Able to meet with potential clients to get information about coverage needs, match insurance policies to those needs, and explain the different options
• Strong customer service and communication skills 
• Self-motivated, excellent work ethic, and willingness to improve current financial situation and have a positive impact on the lives of clients
• Able to work with a big team
• Detailed understanding of financial planning topics
• Experience using financial planning software, adaptability to Northstar proprietary software, and proficiency in performing custom spreadsheet analyses
• Strong qualities of empathy, kindness, and emotional intelligence
• Previous problem-solving skills, taking a client-focused approach

Qualifications: BA in Finance with 4 years of Experience

• Demonstrable success in delivering quality client service
• Experience in working within a financial planning environment, preferably fee-based
• Experiences in financial planning
• Be honest, have integrity, and be dynamic and enthusiastic
• Deep knowledge of current legislative, industry, products, and corporate standards
• Excellent communication skills, both written and verbal
• Good planning and organizational skills
• Highly motivated, especially about personal and professional development
• Good interpersonal skills and relationship-building
• Strong computer experience, including Microsoft Word and Excel

Qualifications: BA in Management with 6 years of Experience

• Fluent in German and English
• High level of technical knowledge in all aspects of financial planning
• Have good investment knowledge
• Demonstrate alignment with the client-centric ethos of the firm
• Able to support an environment in which everyone is free to express themselves
• Able to manage time effectively
• Passed FASEA exams and be 146 compliant
• Proactive thinking and strong communication skills, both verbal and written
• Previous and current Financial Planning experience
• Strong knowledge of Centrelink and DVA pensions

Qualifications: BA in Behavioral Economics with 7 years of Experience

• Fluent in English
• Have work-related experience
• Certified Financial Planner (CFP) designation
• Has achieved core knowledge of job skills
• Strong knowledge of job skills as a Client Service Specialist
• Have excellent client focus
• Proficiency with MS Word, Excel, PowerPoint, and Outlook, experience with Salesforce and financial planning software
• Technical and analytical training and experience in financial planning
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work without close supervision, managing and prioritizing deliverables

Qualifications: BA in Marketing with 5 years of Experience