SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
· Build and maintain client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis.
· Contact clients periodically to determine if there have been changes in their financial status.
· Devise debt liquidation plans that include payoff priorities and timelines.
· Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.
· Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
· Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
· Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
· Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
· Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
· Research and investigate available investment opportunities to determine whether they fit into financial plans.
· Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
· Answer clients' questions about the purposes and details of financial plans and strategies.
· Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
· Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.
· Meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
Requirements
QUALIFICATIONS
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