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Investment Planning Associate
2 months ago
Kutchins, Robbins and Diamond, a reputable independent financial advisory firm, is in search of a dedicated Investment Planning Associate to enhance our team. This position plays a vital role in assisting our financial advisors with investment analysis, strategic planning, and client relationship management. We are looking for an individual who upholds high ethical standards and possesses a solid grasp of compliance and regulatory frameworks.
Key Responsibilities:
- Work closely with advisors to facilitate all operational components of investment and planning initiatives.
- Assist in the collection and evaluation of client financial information.
- Develop detailed financial strategies utilizing advanced planning software.
- Conduct risk assessment interviews with clients.
- Support the growth of new business and the onboarding of clients.
- Resolve client inquiries and provide effective solutions.
- Organize and maintain client documentation, complete necessary account forms, and prepare reports.
- Update and oversee client records within the CRM platform.
- Engage with clients regarding various operational matters related to investment planning and advisory services.
Required Skills and Qualifications:
- Proficient in utilizing investment platforms and financial planning tools.
- Strong computer proficiency, including Outlook, Word, Excel, and PowerPoint.
- Exceptional verbal and written communication abilities.
- Excellent time management and organizational skills; capable of working autonomously.
- Ability to quickly learn and apply industry-specific tools, including financial analysis software and custodian systems.
Education and Experience:
- Bachelor's degree in finance, economics, business administration, or a related discipline.
- A minimum of 2 years of experience in the financial services sector.
- Basic understanding of Registered Investment Advisor (RIA) operations and financial instruments, including mutual funds, stocks, bonds, insurance products, and managed accounts.
Kutchins, Robbins and Diamond operates from modern office facilities, serving a diverse clientele across various regions. We offer a comprehensive suite of services, including audits, financial planning, tax consulting, and business valuation services. Our advanced technological resources and a team of seasoned professionals ensure that we deliver exceptional service and expertise to our clients.
