Responsibilities:

This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies. This position covers a wide range of responsibilities including, but not limited to:

• Supporting Advisors in processing financial data to develop accurate, attractive, and professional reports.
• Assisting Advisors with creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).

Job Duties:

• Analyze & create financial plans by looking at client financial data (e.g. cash flow, risk management, estate planning, investments, and tax).
• Partner with Advisors to determine appropriate financial planning recommendations.
• Review tax, insurance, estate planning documents.
• Update financial plans for clients, as needed.

Qualifications:

• Bachelor’s degree in business, finance, or similar field. Additional certifications and/or education a plus.
• CFP® designation required (or obtain CFP designation with 18 months of hire into position).
• 5+ years of industry-related experience (preferred); however, 2 years of industry-related experience is required.
• Comprehensive knowledge of retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.
• Competency utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.).

Competencies:

• Ability to effectively and accurately complete detailed work with a sense of urgency.
• Able to prioritize time and complete projects in a timely manner.
• Strong communication skills, both written and verbal, with the ability to effectively convey information to clients and others.
• Ability to collaborate with others.
• Capable of adapting to changing priorities, situations, and/or demands.