Financial Counselor Associate

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POSITION PURPOSE:

This is an outstanding opportunity to work for one of the top ranked financial institutions in the country. In this position you will be a member of the Wealth Management department.

We are looking for a dynamic Financial Wealth Management Analyst to provide analytical support to Financial Advisors.

EDUCATION / EXPERIENCE REQUIREMENTS: Bachelor degree in finance, accounting, economics, tax, or quantitative analysis preferredMay have prior work experience in the financial or investment fields

KNOWLEDGE AND SKILLS REQUIREMENTS:

Advanced user of MS Excel

Experience performing financial and quantitative analysis

Effectively prioritizes, communicates and manages workflow and meets deadlines

Effective written and verbal communication skills

Flexible; adapts to new tasks and responsibilities

Thorough and attentive to details

Self-motivated; works hard and follows through

Performs high-quality, accurate work

Demonstrates strong cooperation and a positive attitude

RESPONSIBILITIES:

Efficiently and accurately use proprietary computer programs and models

Obtain client data and use it to effectively prepare financial analyses required to address the client's specific situation

Prepare federal and state estimated income tax vouchers

Maintain strong analytical skills in financial, numerical, economic and other areas of financial planning.

Accurately assess what is important for each client, prepare written and oral reports concerning each client's financial situation, and develops new ideas for client's investment strategies.

Assist financial advisor in determining appropriate course of action regarding investments and taxes, when appropriate

Send follow up letters to clients and respond to client calls, when appropriate

Understand and communicate client performance reporting

Ensure investment strategies are implemented

Monitor client account transactions and objectives

Oversee and ensure completion of meeting follow up tasks

Complete forms, applications, wire transfers and investment trade requests

Assist financial advisor with compliance measures

Attend meetings with financial advisors and client(s), when appropriate

Other duties as assigned'

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Dependent care reimbursement
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Prescription drug insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience level:

• 2 years

Schedule:

• Monday to Friday
• No weekends

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Microsoft Excel: 3 years (Required)
• Financial Wealth Management: 2 years (Required)

Language:

• English (Required)

License/Certification:

• CFA (Preferred)

Work Location: In person