Wealth Planner
About The Position
Wealth Planner Primary Responsibilities: Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians. Proactively interact with clients and assist in creating an outstanding client experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Other duties as assigned
Requirements
- Bachelor’s degree
- 2+ years experience in the financial industry, including wealth management, financial planning, estate planning and/or tax planning/ preparation experience
- Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
- Ability to talk to clients independently
- Ability to train and mentor Client Service Associates
- Must accept and thrive in a fast-paced, changing environment.
- Ability to build and maintain relationships with potential and current clients.
- Tenacious about doing what is right for the client – always.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Nice To Haves
- Series 65
- CFP® or other relevant advanced credential (MBA, CFA, CIMA, CPA, etc.)
- Working knowledge of e-Money, Salesforce a strong plus.
Responsibilities
- Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion.
- Coordinate submission with the custodian for processing.
- Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
- Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
- Proactively interact with clients and assist in creating an outstanding client experience.
- Schedule client meetings.
- Receive client calls and resolve questions/issues as needed.
- Analyze and input client data into financial planning software.
- Assist with the timely completion and submission of all client related transaction requests.
- Preparing forms and reports for client meetings.
- Develop client recommendations with assistance from the Wealth Advisor.
- Assist in building comprehensive financial plans.
- Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
- Ongoing maintenance and quality control of CRM.
- Other duties as assigned
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
