Financial Planning Specialist

1 month ago

Westborough, United States Lead Advisor Full time

Description: Financial Planning Specialist

Our full-service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.


We have an immediate opening for a key role on our team that will lead the preparation of comprehensive financial plans and presentation materials for our clients.


Financial Planning Specialist Job Duties:

· Work jointly with lead advisors and specialists on designated client relationships.

· Oversee and prepare client analysis net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses and tax planning.

· Use our firms’ proprietary planning process to create analyses and recommendations for advisors to present to clients

· Maintain client confidence and trust through zero defect work and professional communications

· Manage planning team to ensure client presentations are prepared, reviewed, and finalized before meetings

· Drive research and make recommendations for complex planning cases and unique scenarios

· Actively participate and contribute to Planning Team projects for efficiency, productivity, advice and client experience.


Qualifications:

Required

· Life, Accident & Health Insurance licenses

· Series 7 & 63

· Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services

· Bachelor’s Degree in business, finance and/or related industry experience


Preferred

· Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive financial plans aligned with client goals

· Counsel representatives on a variety of proactive approaches, investments and solutions

· Strong analytical, problem solving, and written and verbal communication skills

· Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment

· 2-3 years financial planning experience

· Committed to professional development (e.g. CFP®, CPWA®, RICP®)

· Strong communication and interpersonal skills.

· Ability to work and thrive in a collaborative professional team environment.

· Familiarity with Microsoft applications and data entry and information retrieval software

--------------------------------------------

The Financial Planning Specialist role will be a great fit for someone who:

• Is exacting and expects/ strives for perfection

• Seeks a role requiring ownership and a high degree of responsibility

• Enjoys a fast-paced role with many moving pieces to keep track of and manage

• Is a self-starter who goes above and beyond and is not comfortable leaving tasks incomplete or partially finished

• Wants to be part of a driven team and fast-paced, high-performance environment

• Desires a role with the ability to develop strong expertise, serve clients and provide best-in-class support within a high-performance team

• Has a positive, upbeat, and can-do attitude

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