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.

Serve as the primary support advisor across client relationships, participating in meetings, documenting planning decisions, building and reviewing financial plans in eMoney, and supporting investment management activities. Responsibilities include portfolio perspective on the Investment Management Committee, client follow-ups, strategy meeting preparation, data confirmation, trade execution backup, rebalancing, and cash management. The role may eventually manage client relationships and lead the committee, without prospecting responsibilities.