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 clients 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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