Financial Planner

$90k - $125k

Financial Planner Recruiting, LLC

Job Description:

Our client is a comprehensive financial planning firm committed to helping clients improve their long-term financial success. They are seeking a Financial Planner to join their team. This position will support a Lead Financial Advisor, with a growth path to directly leading client relationships. Responsibilities:

Prepare Financial Plans Through eMoney
Process new account paperwork
Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy and communication
Leading weekly team meetings
Heavy client interaction
Working with firms trader for performing trade, rebalancing, and distribution requests
Track and manage all aspects of asset movement
Maintain comprehensive knowledge of, and interact with, the multiple investment management platforms
Maintain strong working relationship with financial planning team
Keep the practice up to date on all compliance activities
Manage onboarding process with new clients including communication
Coordinate activities with firms service team regarding specific tasks
Manage teams client data base systems/CRM (Redtail)

Qualifications:

Bachelors degree
Series 7 & 66 & 6 & 63 Licenses
3+ years of experience in financial services support or operations role.
CFP designation
Familiarity with LPL's platform, Albridge Solutions, eMoney, DocuSign, Excel Spreadsheets are a plus.
Excellent oral and written communication skills.
Ideal candidate is extremely well organized and detail oriented.
Must be client-oriented and eager to provide great customer service.
This person must be a team player, and able to work well with the firms general service team.

Benefits:

401(k)
401(k) matching
Employee discount
Health insurance
Paid time off
Professional development assistance
Retirement plan

Salary:
Base salary (commensurate with experience), $90k-$125k+

Apply

Vacancy posted 3 days ago

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