Financial Service Manager

Pruitt Financial Services LLC, a wholly owned subsidiary of The Pruitt Agency Inc, are seeking to add a Financial Service Manager to work directly with clients and help manage our growing business. The ideal candidate for this position has a background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax planning and preparation, and investment advisory services.  The Financial Service Manager will provide tax preparation and financial advisory services to clients based on knowledge of investment and tax strategies, securities, insurance, pension plans, and real estate.

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

Essential Functions Statement(s)

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted tax preparer and financial advisor
• Coordinate & work on multiple, concurrent client projects
• Develop contacts with others in the business, professional or civic community
• Hires and traing financial and administrative system staff
• Organizes and oversees the schedules of financial and administrative system employees
• Provides constructive and timely performance evaluations
• Handles discipline and termination of employees in accordance with company policy
• Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning
• Assesses clients financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status
• Based on analysis of financial data, develops strategies and plans to help clients meet financial goals
• Monitors plan performance for clients; realigns and redistributes funds to maintain objectives.
• Maintains knowledge of new and emerging investment trends and opportunities
• Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate
• Performs other duties as assigned

POSITION QUALIFICATIONS

Competency Statement(s)

• Accountability - Ability to accept responsibility and account for his/her actions.
• Accuracy - Ability to perform work accurately and thoroughly.
• Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
• Adaptability - Ability to adapt to change in the workplace.

• Analytical Skills - Ability to use thinking and reasoning to solve a

• Business Acumen - Ability to grasp and understand business concepts and issues.
• Change Management - Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities.
• Coaching and Development - Ability to provide guidance and feedback to help others strengthen specific knowledge/skill areas.
• Communication, Oral - Ability to communicate effectively with others using the spoken word.
• Communication, Written - Ability to communicate in writing clearly and concisely.
• Conflict Resolution - Ability to deal with others in an antagonistic situation.
• Decision Making - Ability to make critical decisions while following company procedures.
• Delegating Responsibility - Ability to allocate authority and/or task responsibility to appropriate people.
• Detail Oriented - Ability to pay attention to the minute details of a project or task.
• Diversity Oriented - Ability to work effectively with people regardless of their age, gender, race, ethnicity, religion, or job type.
• Ethical- ability to demonstrate conduct conforming to a set of values and accepted standards.
• Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
• Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
• Judgment - The ability to formulate a sound decision using the available information.
• Leadership - Ability to influence others to perform their jobs effectively and to be responsible for making decisions.
• Management Skills - Ability to organize and direct oneself and effectively supervise others.
• Motivation - Ability to inspire oneself and others to reach a goal and/or perform to the best of their ability.
• Organized - Possessing the trait of being organized or following a systematic method of performing a task.
• Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
• Project Management - Ability to organize and direct a project to completion.
• Relationship Building - Ability to effectively build relationships with customers and co-workers.
• Time Management - Ability to utilize the available time to organize and complete work within given deadlines.

SKILLS & ABILITIES

Education: Bachelor’s Degree in Accounting, Finance, Business Administration, or alternative related analytical field required. Experience: 2 Years of relevant work experience with wealth management and/or financial services.

Computer Skills: Basic computer skills; experience in Microsoft Office with a focus on Excel.  Ability to adapt to new software and programs is required.

Certificates & Licenses: State specific insurance licenses required. Valid FINRA Series 7 & 63/65 (66 in lieu of 63/65) Preferred.  One of the following certifications are required upon hire or completed within the first two years of employment: Certified Financial Planner (CFP), Certified Public Accountant (CPA), Enrolled Agent (EA), or additional relevant professional designations.

Other Requirements: Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.