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18 hours ago
We are seeking a skilled Financial Planning Professional to join our team. As a key member of our organization, you will play a vital role in providing financial planning and investment services to clients.
Your primary responsibilities will include:
- Client Support: Providing day-to-day client service tasks, responding to client inquiries, and maintaining client accounts.
- Financial Planning Preparation: Gathering financial data from clients, preparing financial analysis, and helping draft financial plans and reports.
- Portfolio Review: Supporting portfolio analysis and helping monitor clients' portfolios to ensure they align with financial goals.
- Meeting Preparation: Preparing materials for client meetings, such as account summaries and financial projections.
- Documentation: Maintaining client records, preparing documentation, and ensuring compliance with regulations and firm policies.
To be successful in this role, you will need:
- Education: A Bachelor's degree in finance, economics, accounting, or a related field.
- Licensing: Series 6, or a willingness to obtain licenses within a certain timeframe.
- Skills: Strong analytical skills, attention to detail, proficiency in financial software and Microsoft Office Suite, excellent communication, and interpersonal skills.
- Experience: Previous experience in finance or client service is a plus, but not always required.
About Us:
We are a leading provider of financial solutions, committed to delivering unparalleled expertise and exceptional customer service.
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