Sr. Financial Planning Associate

Raymond James Financial Services • Fort Myers, FL

322d

About The Position

Uhler Vertich White Advisors is a highly successful, comprehensive financial planning practice. Our Financial Planning Assistant plays the critical role in analyzing and communicating information from and for our clients and is the manager of our client's overall experience. This position requires significant knowledge of our industry, superb critical thinking skills, an ability to effectively manage multiple projects and the wisdom to manage oneself and work well with others.

Requirements

• Proficiency in the Microsoft Office Suite
• Ability to quickly adapt to proprietary computer systems and applications
• Significant experience in processing securities typically gained by working for a brokerage firm, trust company, financial planner or bank
• Exceptional communication skills
• Exceptional attention to accuracy and detail
• Ability to prioritize work
• Ability to work under pressure occasionally created by time constraints

Nice To Haves

• Familiarity with tax, trust, and estate planning
• 7 & 66 licenses

Responsibilities

• Prepare documentation for client meetings including review and organization of financial data supplied by client; communicate this effectively to others on the team for client meetings
• Create and update financial plans and investment policy statements; monitor progress through delivery, review, and execution of documents
• Review client meeting documents and planning notes and prepare agendas for financial advisors
• Independently create follow-up letters to clients after review meetings
• Work with our Client Service Associates and verify accuracy of prepared reports and task completion
• Perform duties of, be back up for, Client Service Associates when they are unavailable
• Develop, maintain, and supervise office procedures
• Prepare documentation for estate planning meetings with attorneys
• Review and manage client estate planning documents
• Research tax, trust, and estate regulations as needed
• Research cost basis as needed and update client accounts
• Prepare roadmaps, net worth statements and retirement analysis spreadsheets
• Provide occasional computer and systems support
• Provide back-up support for trade execution when needed
• Periodic special projects as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree