Wealth Planning Associate
SDL Search Partners
About the job Wealth Planning Associate
Wealth Planning Associate (Remote Options)
- Generate client account reports and documents for service meetings
- Write comprehensive financial plans with recommendations and creative solutions
- Analyze client investment portfolios
- Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
- Manage and distribute incoming client information
- Complete trades and new business submissions
- Monitor transactions and new business for completion and accuracy
- Complete Contact Manager notes and/or follow-up correspondence
- CFP designation, or in process
- Bachelors degree in accounting, finance or equivalent
- Excellent written communication skills
- Detail oriented
- Able to manage and prioritize many time-sensitive tasks simultaneously
- Team player
Vacancy posted 4 days ago
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