Senior Manager, Solution Architect
PwC
Oracle
Advanced Planning Solutions Consultant, Tax Channel
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $73,000 - $103,000 per year
Job Level
Mid-LevelSenior
About the role
- Leadership & Collaborate with internal teams.
- Build strong relationships with our affiliated advisors, APT teammates, internal business partners, and specialists by fostering collaboration.
- Follow up with fellow APT members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly documented and shared internally.
- Monitor work to ensure compliance with goals and standards.
- Build rapport and maintain deep relationships with affiliated financial professionals (“FPs”).
- Influence FPs to lead with a formal Financial Plan to better serve affluent investors.
- Host and conduct discovery, facilitate data entry for analysis, provide commentary, and make recommendations.
- Provide effective and concise communication of financial concepts to FPs and their investors.
- Respond timely to inbound FPs requests for help to maintain service level agreements, assess urgency and impact, then prioritize and re-prioritize tasks, as required.
- Proactively initiate verbal and written outbound correspondence to initiate new business development to grow assets under management.
- Partner with your coworkers, and colleagues from other teams, for collaborative successes.
- Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments.
- Honor promises to FPs, follow through on commitments to internal stakeholders, be receptive to constructive dialogue to drive positive change, and learn from others, including the Senior APT Consultants.
- Aspire to servant leadership, focus on continuous self-improvement, and challenge the status quo.
Requirements
- 5+ years in client and/or advisor facing high-net-worth planning role.
- FINRA 7 & 63 licenses are preferred.
- Life insurance license preferred.
- CFP designation preferred.
- BS/BA in business, finance, economics, accounting or related field.
- Ability to review and analyze investment opportunities.
- Familiarity with charitable giving strategies.
- Experience with implementing insurance and risk management solutions.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment analysisinsurance solutionsrisk managementcharitable giving strategies
Soft skills
leadershipcollaborationcommunicationrelationship buildingproblem solvingprioritizationself-improvementconstructive dialogue
Certifications
FINRA 7 licenseFINRA 63 licenselife insurance licenseCFP designation
