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Associate Financial Planner

2 months ago

Spring, United States Talently Recruiting Full time

Job Title: Associate Wealth Planner

Location: Spring, TX

Salary: $70K-$85K

Skills: Wealth Planner / Financial Planner


About Company / Opportunity:

As a member of the Client Service Team, the Associate Financial Planner collaborates with the Wealth Managers and provides support in analyzing and synthesizing data to build the client's Wealth Management Plan. The Financial Planner is responsible for data gathering, modeling, case design, scenario building and proposing solutions to complex scenarios in the development of the Wealth Management Plan. This role acts as another point of contact and liaison between the client, other professionals and the Wealth Managers. The Financial Planner participates in meetings and collaborates with the Wealth Managers in the decision-making process.


Responsibilities:

  • Gather, organize and synthesize client data within a financial planning context
  • Prepare client financial plans and presentations for review by Wealth Managers
  • Ultimate ownership for resolution of all client inquiries
  • Administer client account transfers and account paperwork
  • Prepare client trades for review by Wealth Managers
  • Liaison between the support staff and Wealth Managers
  • Attend client meetings in a technical, supporting and learning role


Must-Have Skills:

  1. Bachelor's Degree in Business, Finance, Financial Planning or Economics
  2. Series 65, CFP (highly preferred)
  3. Client first attitude
  4. Excellent analytical and interpersonal skills