Financial Planning and Advisor Support Specialist

2 weeks ago

Needham, United States Johnson Brunetti Retirement & Investment Specialists Full time

Financial Planning and Advisor Support Specialist

 

Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client’s financial plans and other analysis documents, we would like to talk to you Our dynamic, fast-paced wealth management firm in Needham, MA is looking to expand our in-office team. We have the tools and resources to help you build a great future while sharing your expertise

 

         This position requires that you possess the following skills:


• High level of communication and follow-through skills

• Strong organizational skills

• Motivated and driven by reaching goals and growth

• Financial Industry knowledge/experience preferred

• Experience with MS Office and Salesforce preferred

● Ability to meet deadlines and attention to detail

● 4 Year college degree in business or finance

 

Responsibilities/Tasks:

·        Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings.

·        Prepare documents for upcoming review appointments with existing clients.

·        Manage Salesforce data & ensure records are kept.

·        Produce additional analysis reports for advisors as requested.

·        Maintain accurate filing records to satisfy federal regulator requirements.

·        Support the client service department with any additional tasks.

 

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