Key Responsibilities
Financial Planning:
• Assist in developing thorough financial plans tailored to individual client objectives, including retirement, tax strategies, estate planning, and investment management.
• Analyze client financial information to identify and prioritize short-term and long-term financial goals.
• Draft detailed financial recommendations aligned with client objectives, adhering to firm standards and compliance regulations.
Client Interaction:
• Participate actively in client meetings, preparing necessary documents, and presenting recommendations under the guidance of senior advisors.
• Follow up diligently on client action items and provide ongoing support to address financial inquiries and adjustments.
• Maintain accurate and detailed documentation of client interactions, recommendations, and planning outcomes.
Research and Analysis:
• Perform in-depth analysis of investment portfolios, tax planning opportunities, and financial products to support advisor recommendations.
• Continuously monitor industry trends, regulatory changes, and financial products to enhance planning strategies and firm offerings.
Professional Development:
• Engage proactively in educational opportunities to expand financial planning expertise, working towards obtaining a CFA or CFP designation.
• Contribute collaboratively to the team’s knowledge base, sharing insights and best practices to support firm-wide growth and client success.
Qualifications:
• Minimum 1 years of experience in financial planning, wealth management, or a related financial services role (internships apply)
• Demonstrated ability to build comprehensive financial plans and draft client-centric recommendations.
• Working toward a CFA charter or CFP certification is strongly preferred.
• Exceptional analytical skills, attention to detail, and a proactive approach to problem-solving.
• Strong interpersonal skills with the ability to effectively communicate complex financial concepts to diverse client audiences.
• Proven ability to manage multiple priorities efficiently in a collaborative and fast-paced environment.
Key Competencies
• Professionalism with strong interpersonal, written, and communication skills.
• Strong analytical and problem-solving skills, with the ability to interpret data insights and optimize financial strategies accordingly.
• Attention to detail and efficiency
• Strong organizational and time management skills
• Team player with a collaborative mindset
Compensation and Benefits
• Salary commensurate with experience
• Paid Time Off (PTO) to support work-life balance
• Paid holidays according to the firm’s holiday calendar
• Retirement match: 6% to a 401(k) plan
• Healthcare stipend