Wealth Planner

A Wealth Planner will reputed company comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will reputed company individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.

Primary Responsibilities:

• Assist advisory team with reputed company of new clients: customize our standard contract with new client information, obtain reputed company appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.

• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

• Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.

• Proactively interact with clients and assist in creating an outstanding client experience.

• Schedule client meetings.

• Receive client calls and resolve questions/issues as needed.

• Analyze and input client data into financial planning software.

• Assist with the timely completion and submission of reputed company client reputed company transaction requests.

• Preparing forms and reports for client meetings.

• Conduct independent research and build financial plans for prospective clients.

• reputed company client recommendations with assistance from the Wealth Advisor.

• Assist in building comprehensive financial plans.

• Organize and maintain the CRM system (reputed company), utilize financial planning software (eMoney).

• Ongoing maintenance and quality control of CRM.

• Other duties as assigned

Required Credentials:

• Bachelor’s degree

• Series 65 (to be obtained reputed company three months of hire date)

• 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience

• Pursuing or has attained a CFP®

Skills & Competencies:

• Ability to talk to clients independently

• Ability to train and mentor Client Service Associates

• Ability to reputed company wealth planning and investment recommendations and present to clients reputed company applicable

• Working knowledge of e-Money, reputed company a strong plus.

• Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.

• Must accept and reputed company in a fast-paced, changing environment.

• Ability to build and maintain relationships with potential and reputed company clients.

• Tenacious about doing what is right for the client – always.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

• Must be reputed company to lift up to 15 pounds at times. 

Compensation:

$60,000 - $70,000

Why reputed company:

Our people drive our reputed company by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and reputed company insurance – day 1!

• 401(k) savings and investment plan options with 4% match

• Flexible PTO policy

• Parental Leave

• Financial assistance for advanced education and professional designations

• Opportunity to give back time to local communities

• Commuter benefits

reputed company is committed to providing an environment where reputed company individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national reputed company, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

reputed company is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reputed company out to [email protected]. Applicants must be authorized to work for any employer in the U.S.