Financial Planner Family

Integrated Talent Strategies (ITS) is seeking a Financial Planner Family to work in the Maumee, OH area.

Essential Duties and Responsibilities

• Excels in role of Family Wealth Adviser
• Aligned with firm's Core Values, Core Focus, and Vision
• Technical Skills
• Articulation of Investment Philosophy and Strategy
• Ability to explain "why us relative to other options
• Portfolio Design and Implementation
• Trading
• Knowledge and ability to give advice on topics beyond investment strategy
• Consistent competence in the "small stuff
• Leadership confidence in their ability to manage clients and all aspects of the engagement
• Ability to see the big picture as it relates to clients
• Ability to lead a complex client engagement
• Confidence and Comfort
• Big Picture planning
• Clients trust them
• Clients view them as the Lead
• Ability to draw on past experiences or experiences of others to demonstrate ideas to clients
• Show abilities by opportunities to lead meetings with a current strategist in the room
• Act as Strategist for moderate clients prior to getting role change
• Willingness to accept responsibilities of Strategist Role - after hours responsiveness to emails/calls, flexibility with time, clients first mentality, accept responsibility for your actions and the actions of your team
• Ability and willingness to mentor Family Wealth Associates or Advisers as needed
• Ability to articulate complex strategies in a simple way
• Personal financial path commensurate with expectations of a successful financial professional

Requirements: Minimum Knowledge, Skills, and Abilities

• Bachelor's degree in finance or related field required
• Series 65 or equivalent/IAR
• CFP, CFA, or equivalent
• Understands Investment Principles, Investment Philosophy, as well as Financial Planning Principles and Tools
• Ability to determine a prospect's current investment holdings and asset allocation
• Portfolio administration skills, including trading
• Strong communication and computer skills, work well with others, attention to detail
• Eager to seek continued industry education
• 5 plus years of proven industry experience

Other Skills

• Possesses ability to maintain professional composure in a dynamic work environment that often requires the management of multiple and competing priorities
• Demonstrates willingness to be a contributing and engaged member of team by sharing knowledge, working towards common goals, and maintaining a positive attitude
• Professional-level Communication, Listening, Organizational, Prioritization, Problem-solving, and Client Service skills
• Strong work ethic, ability to multitask, efficient time management, detail-oriented
• Experience of working in a highly customer focused service delivery role
• Ability to work well with others in a team
• An excellent customer focused manner at all times
• Ability to work independently and meet deadlines
• Ability and desire to work in a fast-paced environment
• Ability to be proactive and to possess strategic thinking skills
• Ability to manage change
• A very high standard of personal responsibility
• A good eye for detail and a desire to take responsibility, through to resolution, for issues and concerns generated by our customers
• A willingness to participate in training and coaching; openness to mentoring and feedback for continuous improvement
• Ability to anticipate needs, adapt and be flexible

About Integrated Talent Strategies (ITS)

ITS is an international recruiting and staffing firm specializing in Engineering, Technical and Professional positions. Founded in 1984 as a subsidiary of an engineering firm, ITS continues to remain a strategic partner for the job seeker.
Our clients include some of the largest and most respected architectural, engineering, and manufacturing companies in business today. Our ability to offer a wide range of services, and the flexibility to adjust to the changing needs of our clients, has allowed us to maintain a solid reputation for 40 years.