Analysis Skills, Cash Flow, Certified Financial Planner (CFP), Detail Oriented, Financial Planning, High Net Worth, Insurance, Rich Internet Application (RIA), Wealth Management
Requirements
Our ideal candidate for this role will strive to reflect our core values in the following ways:
- Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team. Exceptional attention to detail and works efficiently with little oversight.
- Empowerment - Confident in recommendations and relays information in a way that is understandable when presenting to clients. Desires to continue learning and take on a specialty.
- Empathy - Helps other team members by considering what they will need to be successful.
- Ethical - Makes decisions and recommendations based on the best interest of the client.
- Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
- Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others.
Daily responsibilities include:
- Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
- Provide advisory team with updates on current financial planning news and changes.
- Develop comprehensive financial plans for high net worth clients , utilizing proficiency with eMoney.
Experience requirements:
- Minimum 3 years of experience in a financial planning or advisory role at a wealth management firm, preferably at an RIA.
- Certified Financial Planner (CFP) certification.
Our offer:
- Competitive compensation package
- Retirement and health benefits
- Transparent career tracks and opportunities for advancement within the organization