Our client is a highly accomplished and premier financial advisory firm with over 25 years of experience. They pride themselves by offering clients a distinctive and comprehensive wealth management experience. Through a deep understanding of the clients goals, aspirations and dreams, they help them identify and obtain their true life worth. Their leader was recognized in 2021, 2022, and 2023 by Forbes Magazine as one of the country’s Top 1,000 Women Wealth Advisors.
POSITION SUMMARY
Seeking a candidate who is passionate about personal finance and helping clients achieve financial wellness. The preferred candidate is either enrolled in or is prepared to promptly enroll in a financial planning certification program and who needs professional experience in a financial services firm. Must be detail-oriented. This role provides the opportunity to learn from a cohesive team of licensed professionals in a well-established, highly respected wealth management firm. Meet with and present to clients alongside advisors. Daily interaction with financial and investment advisors. Beautiful office, people-first philosophy, strong investment in employees’ education and professional advancement.
DUTIES AND RESPONSIBILITIES INCLUDE:
Entering client data into financial planning software programs and spreadsheets
Preparing and comparing different financial modeling for clients
Aiding in review of financial strategies designed to help clients pursue their long-term goals
Communicating with clients and interfacing with professionals inside and outside of the firm
Initiating, processing and overseeing the opening of new client accounts
Managing client information to ensure that files are complete, organized, and secure
Documenting progress and completed tasks in our CRM (Customer Relationship Management) software with satisfactory detail so that the current status can be easily understood by other members in the firm
Providing support for processing client service needs
Researching client-specific issues and communicating conclusions verbally and in writing to the team and/or client
Helping to develop, document and maintain financial planning processes and procedures
Providing a variety of support to Investment Advisors and Financial Planners
Scanning documents into database according to specific criteria of the firm
Managing and assisting in completion of a variety of non-client, financial planning-related projects such as research on new best practices or relevant laws and regulations
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Excellent verbal and written communication skills
Fluent in Microsoft Word and Excel; additional software facility a plus
Ability to quickly learn and use computer software programs
Analytical, organized, and detail-oriented
Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from clients and superiors
Flexible, self-motivated, reliable, eager to learn with a curious mind
Professional and positive attitude, friendly demeanor both in-person and by telephone
Ability to work independently and as part of a team
Trustworthy; uses discretion with confidential information
Listens well to instruction and consistently retains details; takes direction well
Prior experience with planning (PPA, PX) and investment software (NetX360) a plus
Prior experience with CRM (Customer Relationship Management) software a plus
Investment licensing will be required, Series 7 and 63. If licensing is not yet obtained, completion will be expected soon after offer acceptance.
EDUCATION AND EXPERIENCE
Bachelor’s from an accredited undergraduate college or university
5+ years experience in the Financial Services industry
Two+ years of professional experience in an office environment
Either previous work experience in financial planning/financial services, OR prior education in this field (e.g. has already completed one or more CERTIFIED FINANCIAL PLANNER™ courses).
COMPENSATION
$65-85K depending on experience and licensing
Benefits include:
401k plan with match
Disability, health, dental and vision insurance.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Other
Industries
Financial Services
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