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Financial Planning Support Specialist

2 months ago

Troy, Michigan, United States MKD Wealth, LLC Full time

Position Overview: Financial Planning Support Specialist

MKD Wealth, LLC, a privately owned Wealth Management firm, is in search of a dedicated Financial Planning Support Specialist to assist our advisors and clients effectively. The ideal candidate will excel in managing multiple projects and ensuring timely completion.

Key Responsibilities:

  • Develop retirement strategies using specialized software tools.
  • Conduct performance assessments utilizing Microsoft Excel.
  • Maintain client accounts with precision.
  • Create presentation materials for client meetings.
  • Handle various client projects as requested.
  • Address client inquiries regarding their financial strategies and investments.
  • Exhibit a friendly and professional demeanor in all client communications via phone and email.

Qualifications:

  • Bachelor's Degree in a relevant field.
  • Strong proficiency in Microsoft Excel and PowerPoint.
  • Solid understanding of investment principles.
  • Exceptional attention to detail and organizational capabilities.
  • Familiarity with industry-specific software such as eMoney, Black Diamond, and Redtail is preferred.

We look forward to receiving your application.