Job description
We are seeking an entry-level financial planner to assume the responsibility of all planning related needs across our multiple advisors. The ideal candidate will have an education background and interest consistent with planning, accounting or other financial services related concentration; a desire for involvement in all aspects of our business and in the way in which we engage our clients; and a desire to gain valuable experience for developing a career in the financial planning space.
You will initially work in tandem with an experienced financial planner, providing planning and investment advisory support. Key responsibilities include:
Data entry and preparation of financial plans- Delivery of ongoing service model
- Portfolio administration, investment research, analysis and data aggregation
- Coordination of client service needs with team members
- Assist with the creation and implementation of workflows and procedures to improve efficiency
- Gatekeeper to planning software
- Other duties and special projects as assigned
Requirements:
- Experience in the financial services industry required (preferably 2+ years)
- Bachelor's degree required (preferably in Financial Planning, Finance, Accounting or Economics)
- Enrollment or completion of certification (e.g. CFP® and/or CPA/PFS/FPQP desired though not required).
- Strong analytical skills
- Excellent written and verbal communication skills
- Self-starter. Comfortable working with a team and independently.
- Ability to identify, meet and follow through with client needs. Keen attention to detail.
- Excellent time and project management
- Proficiency in Microsoft Office
- Knowledge of CRM (e.g. Redtail)
PI192264417
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