Client Advisor

 

As part of the applicant process, we ask that you find 6-7 uninterrupted minutes to take an assessment.  We want to ensure that you are a good fit for us and we are a good fit for you.  We want you to love coming to work every day!  Only applications that complete the assessment will be considered for hire.

https://go.cultureindex.com/p/itSwgEetb3UcxtexEhS

 

Company Overview

Gerber, LLC is a boutique advisory firm based in Columbus, Ohio that focuses exclusively on first-generation entrepreneurs nationwide.  We bring together decades of experience and expertise in diverse areas of business, wealth management and finance to help our clients grow their business quickly, profitably and with less stress.  We are fiercely committed to our clients and the lifetime solutions that we provide to them.

 

Position Overview

Our Client Advisors are responsible for leading and managing the overall private client experience.  They use his/her divergent thinking skills to provide innovative solutions and insightful recommendations for our entrepreneurial clients.

 

Key Responsibilities:
  • Conduct business, financial planning + year-end tax review meetings
  • Work with clients on a daily basis to provide guidance on a variety of strategic topics – essentially connecting the dots between personal goals and business planning
  • Support new business efforts by meeting with prospects + delivering content and advice through the onboarding process
  • Work hand-in-hand + act as a resource with our Paraplanners + Client Solutions Specialists
  • Meet/exceed our Net Promoter Score target + meet client retention goal

 

This job is for you if you:
  • Enjoy having fun and are looking for a long-term home!
  • Would prosper working for a small, fast-paced boutique firm
  • Have considerable self-confidence, vision + a strong entrepreneurial spirit
  • Thrive on change, shifting priorities + meeting deadlines/goals
  • Have a high level of mental stamina + can balance patience with impatience
  • Like paying attention to detail, executing tasks and following through
  • Productively solve problems + communicate in concise/clear manner

 

Preferred Knowledge + Skills + Abilities
  • 10+ years of wealth management experience
  • Experience providing advice to entrepreneurial business owners is a plus
  • Aptitude for learning new concepts/ideas/programs
  • Demonstrated ability to communicate effectively + concisely
  • Ability to synthesize all business + personal information into actionable recommendations
  • Prior experience working successfully in a cross-functional environment
  • Track record of doing what it takes to get the job done

 

Core Competencies
  • CLIENT FOCUS
  • Accurately understands & responds to client needs, is committed to increasing client satisfaction, manages client expectations according to our client service matrix, assumes responsibility for solving client problems with a penchant for complete accuracy
  • PERSONAL ORGANIZATION / TIME MANAGEMENT
  • Keeps information organized and accessible, maintains clean/functional work space, works systematically/efficiently, prioritizes well, shows energy, prepares daily + weekly plan of action, meets deadlines.  
  • PROBLEM SOLVING / ANALYSIS
  • Breaks down problems into smaller components, understands underlying issues, can simplify and process complex issues, understands the difference between critical details and unimportant facts. Able to resolve issues without extensive help from others
  • PRODUCT KNOWLEDGE
  • Knows and explains product features/benefits, understands client's business operations and needs & applies products & solutions appropriately according to client's individual needs
  • TEAM PLAYER
  • Effectively collaborates with the appropriate parties: clients solutions team, advisors, accountants, and attorneys

 

Core Values
  • BE PRESENT + BE POSITIVE
  • Stays positive and enthusiastic during difficult interactions with clients or vendors
  • Actively participates in all individual and team meetings and provides suggestions, comments and feedback freely
  • Provides solutions and suggestions for change instead of excuses
  • Acknowledges mistakes, provides recommendations for resolve, implements change, and moves forward
  • BOLD PURSUIT OF EXCELLENCE
  • Stays on the lookout for process improvements and efficiencies
  • Takes initiative to learn systems and processes and make suggestions for improvement
  • Works efficiently and effectively with all other team members to provide the best solution for our clients in a timely fashion
  • LIVE + BREATHE ENTREPRENEURSHIP
  • Entrepreneurs are busy beings! We follow up on the follow-up, generate at least two emails and a phone call and research/offer alternatives when we hit roadblocks
  • Able to research information
  • HEALTHY SENSE OF URGENCY
  • Proactive thinking and excellent time management, hits all deadlines
  • Meets workflow and CSM expectations
  • Keeps the client informed of changes and/or delays as transactions are processed
  • PRODUCTIVE + CONCISE COMMUNICATION
  • Provides clear, concise, productive and authentic communication (both written and oral); usually utilizing bullet points to cater to the entrepreneurial mindset
  • Proactive in thinking and communications, anticipating the needs of our clients

 

Gerber, LLC (“Gerber”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Gerber and its representatives are properly licensed or exempt from licensure.