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Planning & Insurance Associate
1 month ago
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients in Manhattan. Visit other wealth management focused roles at jobs.lead-advisor.com
Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.
Job Description:
The Planning & Insurance Associate is responsible for executing the firms planning and insurance processes. This role will support and be mentored by the senior associates and directors for the Planning & Insurance department.
Responsibilities:
Execute the firms financial planning process, including PX assumptions, template, concept pages, and alternate scenarios
Execute the firms insurance planning process by generating illustrations, creating recommendations, and updating existing recommendations. Support advisors in providing illustrations, examples, and research needed to answer questions about existing insurance policies.
Prepare advisors for close meetings by explaining integrated planning observations PX/insurance analysis, etc. as needed and serving as a resource before meetings
Oversee all Home Office full support programs to ensure the home office is adequately assisting with the firms planning and insurance input work.
Responsible for knowledge and understanding of company's entire suite of insurance products, including life, disability, long-term care insurance, and annuities.
Firm Leadership and Development:
Supports the Director of Planning & Insurance to provide detailed financial planning recommendations for A+/A clients. Initiate and run lists when necessary to target clients who are suitable for a particular planning idea, both revenue and non-revenue-generating
Supports the Director of Planning & Insurance on collaboration with the Investment Management team on select takeover proposals by providing written financial planning recommendations derived from PX and/or critical thinking based on the clients situation
Supports the Director of Planning and Insurance in reviewing Financial Planning Assumptions with the firm on a semi-annual basis and outlines any proposed changes in the form of a presentation
Supports the Director of Planning & Insurance on quarterly planning update meetings for advisors to provide an open platform for the firm regarding key planning initiatives and industry ideas
Supports senior associates to create new insurance sales ideas and assist with complex insurance case design
Assist with written briefs on all client-relevant planning ideas on a suite of services document and other ideas as needed
Assist department with retirement distribution program, run all A+ clients in retirement income phase through software, and manage client database
Assist with detailed social security analysis for new and existing A+ clients in retirement income phase
Prepare senior associates for occasional client meetings and provide advisors with client-ready e-mails as needed
Assist senior associates with collaboration with the home offices advanced planning team and PX product development team on a regular basis
Valued Qualities:
A strong self-starter who willingly takes the initiative, accepts responsibility, is able to analyze complex data and information and summarize in a concise manner
Strong organizational skills and utmost attention to detail
A strong track record of effectively leading/working with cross-functional teams, driving meaningful changes and developing others
Qualifications:
Required
o Bachelors degree with a major in finance, economics, accounts, financial planning or a related field
o 1-3 years in the wealth management or investment management industry
o Expertise with Microsoft Office suite of tools with an emphasis on Excel
Preferred
o FINRA Series 7 & 63/65 (or obtained within 120-days)
o Life & Health License (or obtained within 120-days)
o Has obtained or is working towards one of the following designations: CFP, CPWA, CFA, MBA, MSFS, RICP, ChFC, CIMA
Key Characteristics:
Strong ability to cultivate, produce, and maintain relationships
Approachable, respectful, and inclusive communication
Ability to give and receive constructive feedback
Acknowledgement of strengths and limitations while maintaining an open mind
Self-confidence combined with emotional intelligence
Ability to convey financial knowledge to clients, advocates, and team members
Ability to maintain confidentiality
High business acumen with an understanding of key drivers of ROI/ROE and enterprise value
Thorough preparation and organization
Desire for continuous learning
Salary: 75-90k
Location: Hybrid: In office 3x a week, 2x remote
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