Financial Planner
2 months ago
Experience using eMoney, MoneyGuide Pro, or RightCapital is mandatory, please refrain from applying if you lack experience with at least one of these programs. CFP or current CFP candidacy is highly desirable.
Our rapidly expanding wealth management firm in RI is seeking an internal financial planning professional to collaborate with our team of dedicated advisors.
Responsibilities:
- You will have complete ownership of the retirement forecasting process for our high net-worth clients, covering data entry, plan creation, and client presentations.
- Ensuring top-notch personalized service. The ideal candidate will exhibit a thirst for knowledge and development, possess strong leadership skills focusing on emotional intelligence, and demonstrate an innate ability to work effectively with diverse personalities.
- Assist in various project management tasks supporting the firm's growth strategies.
- Offer guidance and supervision to relevant departments.
- Effective communication and relationship-building abilities with a dedication to assisting clients in achieving their educational savings and retirement objectives.
- An attentive listener who collaborates with clients and team members alike.
Qualifications:
- Bachelor's Degree in finance, accounting, or a related field.
- 5-10 Years of relevant work experience.
- Proficient in eMoney or MoneyGuide Pro, as well as other financial analysis and reporting tools.
- CFP or AIF certification (or currently enrolled as a candidate) - Preferred.
- Advanced proficiency in common Microsoft applications (Outlook, Word, Excel, PowerPoint).
- Extreme attention to detail, with a keen eye for accuracy.
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