Financial Planning Associate

3 days ago


Westport, Connecticut, United States Claire Myers Consulting Full time
Dynamic Boutique Wealth Management Firm

Claire Myers Consulting, a dynamic boutique wealth management firm in Westport, CT, seeks a Relationship Manager to support the firm in achieving its mission of educating the community on all things financial and empowering others to live their best lives.

About Us

We design personalized plans and help clients execute them by safely navigating their financial journey and having meaningful adventures. Our comprehensive services include financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

About the Role
  • Sit second chair to the senior advisor in client meetings to take explicit notes, build relationships with the clients, and understand our financial planning philosophy.
  • Identify and bring to the senior advisor's attention any new areas of business development for current clients, including planning and new assets, referrals and introductions, next gen, COIs, etc.
  • Work with our investment, planning, and operations teams to learn and collaborate on analysis, recommendations, and service items.
  • Shadow both the director of financial planning to learn the financial planning process and the senior advisor to learn advanced financial planning techniques and strategies.
Qualifications
  • Bachelor's degree
  • Licensed or willingness to get licensed - Series 7 and 66 and LAH insurance license
  • To succeed at this practice, essential qualities include a sense of urgency, go-getter attitude, client-centric standards, hard-wired to overdeliver, revenue generator, motivated to succeed by adding value to the firm, detail-oriented, takes pride in job well done, prepared, process-oriented, and proven track record of success with client generation and retention.
Compensation

$80K-$110K, all-in with bonus potential.



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