Client Success Advisor - Seeking Former Athletes
$75,000 - $125,000/Yr
Fiorito Wealth Management - Byram, MS
posted about 2 months ago
Full-time - Entry Level
Remote - Byram, MS
About the position
The Client Success Advisor role at Fiorito Wealth Management is designed for individuals with a background in athletics who are passionate about teamwork and competition. This position focuses on engaging with clients to understand their financial needs and providing personalized guidance to help them achieve their financial goals. Advisors will design and implement tailored strategies to protect clients' assets and ensure their long-term financial security, while also cultivating a robust network through community involvement and referrals.
Responsibilities
- Engage with clients to understand their comprehensive financial needs.
- Provide personalized guidance to help clients achieve their financial protection and planning goals.
- Design and implement tailored strategies to safeguard clients' assets and income.
- Regularly review and update clients' financial plans and insurance policies.
- Cultivate a robust network of clients through referrals and active community involvement.
Requirements
- Bachelor's degree in finance, business, or a related discipline preferred.
- 1 year of experience in business development or financial services is beneficial but not mandatory.
- Strong analytical skills and the ability to build lasting client relationships.
- Excellent interpersonal and communication abilities.
Nice-to-haves
- Experience in insurance or financial services is a plus.
- Background in business development-oriented organizations such as Medical Device, Education, Logistics, Solar, etc.
Benefits
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
