Financial Planning and Advisor Support Specialist
1 month ago
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 Wethersfield, CT 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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