Bill Good Marketing Benefits Overview

Own and manage client relationships for a fee-based financial planning firm serving retirees. Responsibilities include preparing for client meetings, portfolio rebalancing, identifying tax-loss harvesting opportunities, maintaining CRM records, following up on paperwork, supporting annuity reviews, re-engaging prospects, and participating in client events and workshops. The role requires an active Series 65 license and offers a path toward lead advisor responsibilities.

Serve as the primary client-facing team member delivering white-glove service: manage inbound communications, own advisor calendars, prepare meeting materials, maintain CRM records, coordinate personalized client gifts, and plan client events while keeping office operations running smoothly.

Lead a small client service team for ~175 high-net-worth households, run weekly planning and client meetings, produce executive summaries, manage CRM and client tiers, ensure timely client communication, delegate action items, and develop client appreciation and light referral support initiatives.