Responsibilities:
This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies. This position covers a wide range of responsibilities including, but not limited to:
- Supporting Advisors in processing financial data to develop accurate, attractive, and professional reports.
- Assisting Advisors with creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).
Job Duties:
- Analyze & create financial plans by looking at client financial data (e.g. cash flow, risk management, estate planning, investments, and tax).
- Partner with Advisors to determine appropriate financial planning recommendations.
- Review tax, insurance, estate planning documents.
- Update financial plans for clients, as needed.
Qualifications:
- Bachelor’s degree in business, finance, or similar field. Additional certifications and/or education a plus.
- CFP® designation required (or obtain CFP designation with 18 months of hire into position).
- 5+ years of industry-related experience (preferred); however, 2 years of industry-related experience is required.
- Comprehensive knowledge of retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.
- Competency utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.).
Competencies:
- Ability to effectively and accurately complete detailed work with a sense of urgency.
- Able to prioritize time and complete projects in a timely manner.
- Strong communication skills, both written and verbal, with the ability to effectively convey information to clients and others.
- Ability to collaborate with others.
- Capable of adapting to changing priorities, situations, and/or demands.
