Ref ID: 04380-0011012602
Classification: Financial Analyst - Manager
Would you like to help clients achieve their financial objectives by assessing their financial situation, develop and present financial strategies and plans based on the assessment, and monitor changes in financial status and life circumstances. Primary responsibility will be to take over some of the existing client relationships of Senior Advisors. In addition, the Advisor will focus on bringing in new business to the practice. New business can be in the form of investment management fees, financial planning fees, insurance commissions and/or other sources of financial services revenue. Finally, the Advisor will assist with the operations of LGT Financial Advisors LLC, as needed. Essential Functions: ? Market services by asking for referrals from management team at LGT, current clients and meeting prospects at community functions. Present at financial planning seminars. Develop a source of referrals from attorneys, CPAs and other professionals. ? Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning. ? Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans. ? Obtain clients' commitment by explaining proposed financial plans and options. ? Monitor clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. ? Provide financial management information by preparing financial status analyses and reports. ? Update technical knowledge by tracking financial markets, general economic conditions, and new financial products; participate in educational opportunities; read detail oriented and technical publications; maintain personal networks; participate in detail oriented organizations. ? Develop expertise in a specific area to attract new business and grow firm revenue (e.g., social security planning, employee benefits planning, women?s initiatives, etc.). ? Assist, as needed, with the daily operations of running LGT Financial Advisors LLC (including but not limited to responding to client communications, account paperwork, trading, etc.).