Financial Planning and Investments Associate
3 days ago
BluePoint Financial LLC is a rapidly growing Financial Services and Insurance firm seeking a Financial Planning and Investments Associate to join our team. As a key member of our team, you will be responsible for assisting in the service of our growing client base, providing operational support to our Financial Advisors, and assisting clients with financial planning needs.
Key Responsibilities:- Execute operational tasks at the request of our Financial Advisors and clients, including cash management, document delivery, and account updates.
- Onboard new clients from inception to execution of their financial goals, building solid rapport and fostering long-lasting client relationships.
- Prepare financial plans, spreadsheets, portfolio goal modifications, and other materials for client meetings.
- Analyze current revenue streams and identify new opportunities to capitalize on growth.
- Work with our Director of Investments to learn how our Asset Management side of the practice works and assist with client portfolio reallocations and report generation.
- Utilize financial planning software to aggregate client accounts, set up client websites, gather, input, organize, evaluate data, and prepare/update financial plans for our clients.
- Sit in on client calls with our Financial Advisors and assist with revisions to ensure quality, commitment, and execution of clients' financial goals.
- Regularly seek opportunities to learn and grow with BluePoint Financial.
- A commitment to excellent service and organization.
- A desire to learn the financial services industry and be part of a growing organization.
- Excellent written and verbal communication skills.
- Experience with a CRM platform and E-filing systems.
- Competency in Microsoft Office 365.
- Bachelor's degree.
- Maryland Life and Health Insurance License, FINRA Series 7 and 66 licenses, or Series 7, 63, and 65 licenses (if not currently held, must be obtained within the first year of employment).
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