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Salaried Financial Planner/Relationship Manager

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Boca Raton, United States Ascendo Resources Full time

Our client is seeking a Salaried Financial Planner/Relationship manager to join their Family office team


You will be highly versed in working with the Ultra High Net worth space and be very focused on pristine client service.


Your role

  • Evaluate and assess timely completion of client deliverables
  • Prepare client financial statements, financial plans, client reporting and work on, family-specific investment book as well as preparing customized presentations for the clients
  • You will be the main point of contact for client requests and will have strong Financial Planning experience to deliver recommendations and feedback during client financial plan meetings.


Qualifications

  • High proficiency in Emoney Advisor, Morningstar Advisor, Black Diamond/Advent
  • Excellent communication skills with acute attention to detail
  • 5+ years of Financial Planning experience
  • Certified Financial Planner™ Designation, CPA or CFA preferred
  • A Bachelor's degree in Finance or related field
  • Comprehensive knowledge of investments and financial industry