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