Sr. Associate Financial Planner
NPAworldwide
- Assist Financial Planner in preparing for and conducting client meetings.
- Regularly monitor clients' financial situations with attention to detail and accuracy.
- Involve in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation.
- Perform post-client meeting tasks, including financial situation analysis and coordinating planning implementation with outside professionals if necessary.
- Assist in trading and rebalancing of client investment accounts, including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting.
- Deliver financial planning advice for high-net-worth clientele.
- Develop and manage ongoing client relationships independently.
- Maintain and manage portfolios in conjunction with the Lead Financial Planner.
- Support role on the Investment Committee with portfolio maintenance, including adding accounts to models, trading, rebalancing, and tax loss harvesting using proprietary software.
- Conduct ongoing fund research under the guidance of the Chief Investment Officer for updates to models and fund swaps.
- Coordinate portfolio reviews under the guidance of the Investment Committee.
- Build agendas and help facilitate dialogue.
Vacancy posted 8 hours ago
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