About the role
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