Wealth Planning Associate

2 months ago


Boston, United States SDL Search Partners Full time

About the job Wealth Planning Associate

Wealth Planning Associate (Remote Options)

National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.

This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.

Responsibilities:

  • Generate client account reports and documents for service meetings
  • Write comprehensive financial plans with recommendations and creative solutions
  • Analyze client investment portfolios
  • Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
  • Manage and distribute incoming client information
  • Complete trades and new business submissions
  • Monitor transactions and new business for completion and accuracy
  • Complete Contact Manager notes and/or follow-up correspondence
Qualifications:
  • CFP designation, or in process
  • Bachelors degree in accounting, finance or equivalent
  • Excellent written communication skills
  • Detail oriented
  • Able to manage and prioritize many time-sensitive tasks simultaneously
  • Team player


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