Careers

Hybrid Wealth Coach

Foster Victor Wealth Advisor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. The Hybrid Wealth Coach will support a Principal and be his Chief of Staff in servicing existing clients, prospecting and onboarding new clients and creating dynamite output that inspires trust in our new relationships.

Goals

To understand, articulate and emulate the firm’s mission and core values
To be an expert at creating financial plans
To become an integral part of the Team, culture and workflow
To enhance the client experience and a value-added resource for new and existing relationship

Supporting Activities

Prospect for new firm clients
Manage Existing Client Relationships
Sit in on client meetings and complete case notes immediately following
Prepare Case Prep List for Following Week
Cultivate Advocate Relationships
Communicate internally with the team on items needed
Develop a follow up system for client requests

Success Criteria

Abide by the four golden rules
Deliver Accurate output in a timely manner


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