Financial Services Professional

3 weeks ago


Santa Fe, New Mexico, United States Keenbee Talent Soluitions Full time

Job Summary

We are seeking a highly motivated and detail-oriented Junior Financial Planning Specialist to join our team at Keenbee Talent Solutions. As a Junior Financial Planning Specialist, you will work closely with senior advisors and client services staff to manage accounts and client relationships.

Your primary responsibilities will include financial planning and portfolio rebalancing for clients in the senior advisor's group, as well as assisting the senior advisor in client meetings and other advisory services.

This role offers a unique opportunity to learn LongView's investment philosophy and approach to portfolio management, while also developing expertise in our firm's technology.

Additionally, you may be involved in marketing and business development projects, and assist with onboarding new clients.

Duties and Responsibilities

  • Financial planning, including collecting and inputting data, completing scenario planning and analysis, and preparing presentations related to retirement planning and other goals.
  • Portfolio rebalancing
  • Taking notes during client meetings with senior advisors and entering notes into the CRM
  • Ensuring timely responses to client correspondence and inquiries
  • Developing expertise in our firm's technology within your first year of employment, including helping to maintain accurate database information.
  • Identifying opportunities to improve client relationships and communications and build your and LongView's reputation as a trusted resource.

Qualifications

  • Licensed CFP, or on track to complete CFP designation within 12 months of hire.
  • 2-3 years minimum experience in a financial services environment.
  • Bachelor's degree from an accredited college or university.
  • Interest in socially and environmentally responsible investing.
  • Well organized, with superior attention to detail and the ability to manage multiple priorities.
  • Strong sense of personal and professional ethics and integrity.
  • Desire to gain Series 65 registration within next few years.
  • Proficiency in spreadsheets and demonstrated ability to learn new software programs.
  • Desire/ability to work successfully in a small company environment.

Salary and Benefits

  • Salary will be based on experience
  • Bonus based upon achievement of individual and team goals
  • Health care, 401(k), and generous vacation/holiday benefits
  • Partial or full financial support for professional accreditation and other education/training opportunities, beginning with the Series 65 license.


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