Wealth Planning Associate

Wealth Planning Associate (Remote Options)

National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.

This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.

Responsibilities:

Generate client account reports and documents for service meetings

Write comprehensive financial plans with recommendations and creative solutions

Analyze client investment portfolios

Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations

Manage and distribute incoming client information

Complete trades and new business submissions

Monitor transactions and new business for completion and accuracy

Complete Contact Manager notes and/or follow-up correspondence

Qualifications:

CFP designation, or in process

Bachelors degree in accounting, finance or equivalent

Excellent written communication skills

Detail oriented

Able to manage and prioritize many time-sensitive tasks simultaneously

Team player

Originally posted on Himalayas