Financial Planning Specialist
1 day ago
A competitive monthly stipend for medical, dental, and vision premiums, as well as short-term and long-term disability insurance coverage. You'll also enjoy a 401(k) plan with an automatic 5% employer contribution, employer-paid professional development and CE, paid time off for both vacation and personal needs, and paid New York Stock Exchange holidays. Additionally, you'll have access to flexible parental leave for 12 weeks in your child's first year.
KEY RESPONSIBILITIES:
As a key member of our team, you'll be responsible for client service, interacting with clients to uncover planning and service opportunities, and collaborating with other advisors, portfolio managers, and analysts to formulate advice for each unique client need. You'll also be responsible for financial planning, meeting with clients and prospective clients to understand their needs, goals, and concerns, and gathering, organizing, and analyzing their financial data. Furthermore, you'll model and stress test financial projections in eMoney and Holistiplan, identify planning opportunities, and formulate advice, and present your observations for peer review and then to clients. Finally, you'll be responsible for business development, listening, relating, and uncovering opportunities or threats to clients' financial security, articulating how Buttonwood addresses those unique situations, and making yourself available to serve their friends and family members.
REQUIREMENTS:
- A bachelor's degree in finance or a related field, or equivalent skills
- A Series 65 license or equivalent
- At least 3 years of client-facing experience in financial services
- CFP certification, or pursuit of CFP preferred
- CFA, MBA, EA, and other advanced credentials a plus
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