Financial Planning Expert

1 week ago


Akron, Ohio, United States Accurate Staffing Full time
About the Role

This Financial Planning Expert will be responsible for providing high-quality financial planning services to our clients. The ideal candidate will have excellent communication and interpersonal skills, with the ability to work independently and as part of a team.

You will have administrative support from Client Service Administrators and professional support from a Wealth Analyst in our team service model. Investment management functions are centralized, and you will need to be able to match clients to the appropriate model portfolio and clearly communicate our investment philosophy and results to clients.

Above all, we seek a highly organized individual with strong attention to detail, who is able to utilize critical thinking skills to solve complex problems. Experience with Money Guide Pro, Morningstar, Tamarac, BNA Tax Planning, Net Documents, and/or NETX360 is a plus.

We offer a comprehensive compensation package, including a highly competitive base salary, generous benefits, and opportunities for professional growth and development.



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