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Financial Advisor

Company: Crown Haven LLC
Location: Carmel
Posted on: November 19, 2022

Job Description:

USCrown Haven is one of the fastest growing and most well respected independent wealth advisory practices in the country.GOALSOur Corporate Vision is to expand further, broadening our reach, and affecting more positive change in the financial community, by creating a stalwart in the financial advisory community that represents integrity, expert advice, and family values.YOUAs a wealth advisor with Crown Haven, you will be responsible for the acquisition and continued service of your independently-managed portfolio of clients.You are in charge of providing our valued clients with a feeling of ease and care, while delivering a superior planning result with warmth and professionalism.By following a proven 3-step asset client acquisition process, you will build relationships with prospective clients, diagnose the problems that exist within their financial plans, and systematically provide them with the solutions to their financial issues; allowing them to spend less time worrying about their money, so they can spend more time enjoying their lives.As a result of the expert planning, fantastic relationship management, and unparalleled service that you will provide thanks to Crown Haven's industry-leading methods, you will be viewed as the most important financial person in your client's life, and as your clients succeed financially, you will prosper alongside them.HOW WE WORK TOGETHERWe set you up for success by identifying your true strengths as a person and then leveraging those abilities by placing you in a position that allows you to finesse your skills to the max. We do not shove a square peg into a round hole; if hired, you will be placed in a position because you are THE person for that position.We offer a supportive and educational work environment comprised of a team of "A" players who hold extremely high standards for our own conduct and performance and that of each other.Constant and never-ending innovation is par for the course at Crown Haven, and a pursuit of continual knowledge is the norm; those afraid of a fast-paced and inspiring work environment need not apply.Effective communication is of the utmost importance when working with colleagues who have different skill sets and come from different backgrounds; this is especially true when each department is responsible for individual goals that contribute to the overall strategic vision of the company.Our culture is incredibly important to us and we work hard to preserve a familial work environment built on team work and mutual respect. Crown Haven is a Meritocracy, the best ideas win.The precise reason why we are so successful is due to the fact that we are skilled at finding individuals with traits that compliment each other. Inherently, this means that we will have individual differences - and this necessitates that each individual team member adheres to our core values and mission as well as join us in seeing our collective vision as a firm, this is the only way to effectively bring people from diverse backgrounds together as one. If collaboration is harnessed properly, we can achieve any goals we set out to achieve.Company Non-Negotiable Standards Show up to MAKE AN IMPACT, don't just be on time.Come Prepared to Team/Pod MeetingsPractice Active Listening (don't listen to respond, listen to understand)Practice Radical Transparency (No Gossip)Know and be able to recite our Mission/Vision/Core ValuesRespect your colleagues' time and energy (minimize distractions)Know and Follow Eisenhower Decision Matrix (important vs.urgent)Practice Effective Conflict ResolutionWhen Delegating: use Direction, Communication, Accountability guidelinesWhen Training, follow C1, D1, T1 protocol. (See one, Do one, Teach one)Follow-Up with Current Clients within 24 hoursPTO requests MUST be submitted 2 weeks prior to time requested offDocument EVERYTHING in CRM - no paper notes = nothing lostIf there is a complaint - communicate it properly (time/person/place)Give 100% ALL the timeRESPONSIBILITIESFollow established and industry leading Standard Operating ProceduresBuild a relationship based on trust and shared values with each prospective clientPerform a Portfolio Diagnostic for each individual prospective clientFollow Trademarked RetireSHIELD process for each prospective clientCollect each client's financial information to determine financial status, financial goals, cash flow, and financial expectationsSynthesize and present financial recommendations and strategies that are suitable (and approved by Crown Haven Investment Committee) based on client risk tolerance, risk capacity, liquidity needs, income needs, longevity concerns, legacy desires, and overall financial objectivesEnsure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice givenIdentify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisorAssist clients in implementing financial recommendations.Requirements3+ years of financial planning backgroundOutstanding verbal and written skillsMust follow direction and defined client acquisition & service processesProficiency in Apple Ecosystem as well as Microsoft Ecosystem with a high level of expertise in MS Excel.Builds and nurtures strong relationships with clientsExcellent mathematical skills, relationship skills, communication skills, and customer service skills are crucialA Bachelor's degree or equivalent work experience is required.A Bachelor's degree majoring in business administration, finance, or a related field is preferred.CFP certification or other advanced certifications preferredProgram proficiency including Apple products , Google Suite, Salesforce, and financial planning software is preferredKnowledge of the financial industry, financial products, best practices, and tax regulations is desiredWORK STYLES Integrity - Job requires being honest and ethical. Attention to Detail - Job requires being careful about detail and thorough in completing work tasks. Dependability - Job requires being reliable, responsible, and dependable, being early or on time, and fulfilling obligations. Cooperation - Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. Concern for Others - Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.TOOLS & TECHNOLOGYPlanning SoftwareSalesforce CRMCalculators or accessoriesApple products and software Multi-line phone systems Digital camerasCopy machines Spreadsheet software Analytical or scientific software Calendar and scheduling software Database reporting software Database user interface and query software"Crown Haven provides extremely competitive pay packages that include salary, ongoing passive residual income in exchange for management of funds, incentive bonus structures, team trips, and a full benefits package.PAY- get with Nathan to talk average compensation - give a range, but say that there is a base salary and bonus structure.

Keywords: Crown Haven LLC, Carmel , Financial Advisor, Other , Carmel, Indiana

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