Wealth Planning Assistant

3 weeks ago

Harleysville, United States Kemp Harvest Financial Group® Full time

Company Summary: Kemp Harvest Financial Group® is an independent retirement services firm founded by Mark Kemp in 1989. As we’ve grown, we’ve stayed true to our founding values of integrity, communication, and relationship. We believe in providing personal, professional, and prudent financial planning to each client and specialize in a personal comprehensive approach. Kemp Harvest is proud to follow Christian principles in our business operations and those principles define how we do business.


Position Summary: The primary responsibility of a Wealth Planning Assistant (WPA) is to serve the client and to support the Wealth Planners through all client relations, business development, and general professional activity. Additional responsibilities may include but are not limited to, attending client meetings, sales support including client follow-up, preparing reports, general client service, and miscellaneous projects.


Responsibilities:


Client Focus:

  • Interact with prospects and clients to gather data to be used in building and maintaining financial plans, clarifying client goals, and tax planning.
  • Effectively communicate complex planning strategies with clients and prospects.
  • Recognize opportunities when building plans that may impact clients’ financial position and present those options to the Wealth Planner for discussion.
  • Respond to all client requests and follow up after client appointments in a timely and helpful manner.
  • Manage all aspects of the client experience including client onboarding process, retirement process, death claims process, life insurance, long-term care insurance and interactive technology.
  • Facilitate client cash flow needs including systematic income and one-time withdrawals.
  • Manage and communicate annual Required Minimum Distributions (RMDs) with clients.


Organizational Focus:

  • Prepare financial plans and analyses that are accurate, clear, timely, comprehensive, and client-friendly.
  • Conduct various research (accounts, stock options, Social Security, retirement plans, pensions, new products, etc.).
  • Conduct Performance Analyses and monitor account-specific performance.
  • Engage Wealth Planner led team for all appropriate client needs.
  • As appropriate, delegate action items to other teams or team members and oversee their completion.
  • Participate in and recommend suggestions for continuous improvement in the planning, investment, and operational process.
  • Stay current on changes to operational process and procedures both internally and with our broker-dealer and other administrative relationships.
  • Organize and compile relevant client information in our CRM, planning, imaging, and all other business systems.


Personal/Interpersonal Focus:

  • Consistently demonstrate the firm’s core values.
  • Communicate effectively both verbally and in writing.
  • Promote good working relationships among team members.
  • Manage multiple responsibilities and support several team members, while prioritizing time well.
  • Actively participate in training and development to continually improve financial planning and knowledge base.
  • Possess an innate desire for continuous improvement in all tasks undertaken.


Skills & Knowledge:

  • Display a passion for exceptional client service.
  • Possesses critical thinking and problem-solving skills and a willingness to take initiative.
  • Strong attention to detail.
  • Excellent oral and written communication and presentation skills – with clients, vendors, and employees of the organization.
  • Strong proficiency in Microsoft Office Suite.
  • Strong organizational skills with a proven ability to multi-task and manage multiple projects.
  • Strong knowledge of the terms and concepts used in financial planning.
  • Strong math skills.
  • Ability to adapt to new technologies and software programs. Experience with eMoney and Redtail is helpful, but not necessary.)
  • Ability to excel in a fast-paced and dynamic work environment.
  • A team player with good interpersonal skills and the ability to work collaboratively across the firm.


Education:

  • Bachelor’s degree required.
  • Two to five years related industry experience preferred.
  • FINRA SIE, Series 6 or 7 & 63 licenses preferred.

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