Financial Planning Specialist

7 days ago

Hartford, Connecticut, United States Fiducient Advisors Full time
About the Role

Fiducient Advisors is seeking a highly skilled Investment Consultant to join our team. As a key member of our investment consulting team, you will work closely with our clients to provide tailored and personalized investment consulting services.

Key Responsibilities
  • Proactively lead portfolio evaluation and financial planning review efforts for new clients, collaborating with multiple teams at the firm.
  • Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restrictions.
  • Evaluate and develop asset allocation, financial planning analysis, and fund manager selection, including modeling and portfolio optimization analysis.
  • Collaborate with Investment Research in developing solutions for client portfolios.
  • Analyze and create customized components for client reports and supplemental meeting materials as needed.
  • Facilitate all aspects of client account administration.
  • Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office.
  • Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients, including facilitating transactions and trades within client portfolios.
  • Collaborate with Performance Analytics in developing optimal reporting solutions for clients.
  • Respond to periodic audit requests for investment-related data and analysis.
  • Interact with and proactively communicate with Investment Consultants on all client matters and related projects.
  • Respond to all meeting follow-up and action items in a timely and effective manner.
  • Maintain accurate client account and investment records in the CRM.
  • Respond to client and vendor requests in a timely and effective manner.
  • Conduct special ad-hoc analyses and projects as needed to support Investment Consultants.
Requirements
  • Bachelor's Degree with a preferred concentration in Finance, Accounting, Investing, or Economics.
  • 2-5 Years of Financial Industry Experience.
  • Proficiency in Microsoft Suite.
  • Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles.
  • Thoughtful ability to establish rapport and build relationships.
  • Exceptional communication in a public setting with notable writing and presentation skills.
  • Adaptability when priorities shift and able to work independently.
  • Sound judgment and problem-solving skills.
  • Innovative, curious, and enthusiastic.
  • Detail-oriented with a high level of accuracy and organization.
  • Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
  • Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.
What We Offer
  • A workplace that welcomes authenticity and practices acceptance for what makes each of us different.
  • We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging, and inclusion.
  • We strive to be active participants of change in and outside our industry.
Benefits
  • Generous PTO with optional rollover.
  • Personal/Sick Time.
  • 10 Holidays with additional half days off for specific holidays throughout the year.
  • Bereavement Time – inclusive time off for a loved one, unborn child, or pet.
  • Employer Paid Parental, Personal, and Family leaves.
  • Professional Development Day for eligible exams.
  • Exclusive Wellness Benefit Programs from VirginPulse, Torchlight, Real Appeal, Peloton, and more.
  • KindBody – Family & Fertility Assistance.
  • Wellness Reimbursement Program.
  • Professional Development Designation reimbursement.
  • Employee Referral Program.
  • Employee Resource Groups, Mentorship Program & New Hire Cohort.
  • 401K Plan with company match.
  • Cell Phone Reimbursement Program.

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