Financial Planning Administrator

Merit Financial Advisors • Town of Sheboygan Falls, WI

17h • Remote

About The Position

The Financial Planning Administrator will work virtually and closely with advisor teams across the country. This role is designed to support senior financial planners in creating initial financial plans and making updates to existing plans, develop planning skills by learning how to generate specific planning recommendations that can be implemented by local advisor teams, and contribute to firm growth through supporting the transition of advisors onto Merit financial planning platforms.

Requirements

• Bachelor’s degree in financial planning, finance, accounting, business, economics or related field is required.
• 0-2+ years of experience working within a wealth management & financial planning firm
• CERTIFIED FINANCIAL PLANNER™ professional or candidate preferred.
• Experience with eMoney, MoneyGuide, RightCapital or other financial planning tools a plus.
• Experience with Holistiplan, Wealth.com or other supplemental planning tools a plus
• Experience with Salesforce or other CRM tools a plus.
• Investment industry experience is encouraged including SIE, Series 7, and Series 66 licenses. Ability to earn such licenses encouraged.

Responsibilities

• Assist senior financial planners with generate specific planning recommendations and next steps that advisors and clients can use while designing financial plans or evaluating the plans designed by Merit Paraplanning Associates.
• Assist senior financial planners with provide advanced planning support in areas such as retirement income planning, tax planning, estate planning, insurance planning, and education planning for advisors who are working to illustrate planning techniques to clients.
• Projects will include the transition support of client data from alternative planning tech tools to the Merit eMoney license.
• Assist with financial planning content creation for Merit website and social media.
• Assist with financial planning content support for prospecting campaigns.
• Collaboration with the Financial Planning leadership to constantly improve planning workflows, tech tool engagement, and communication with advisors and their clients.
• Planning research as required by Financial Planning leadership.
• Assist Financial Planning leadership with the instruction of advisors in the field of the “Merit Way” of financial planning both virtually and in person.
• Support of Merit advisors who need tech tool assistance such as making or amending connections, sharing client profiles with supporting staff, or amending advisor ownership of clients within the tools.
• Ability to thrive in a high-growth company and scale processes to align with business needs in a fast-paced, evolving environment.
• Some responsibilities may vary depending on area of experience and specialization.
• Please note the job responsibilities may vary, grow and change.

Benefits

• Competitive, based on experience
• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level