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Financial Planning and Investment Specialist

2 months ago

Bethesda, Maryland, United States Bluepoint Financial, LLC Full time
Financial Planning and Investments Associate

BluePoint Financial, LLC is a rapidly growing Financial Services & Insurance firm seeking a Financial Planning & Investments Associate to join our team. This role is ideal for individuals who are passionate about financial planning and want to grow their career with our firm.

Key Responsibilities:

  • Assist in the service of our growing client base, providing operational support to the Financial Advisor & Director of Investments.
  • Assist clients with financial planning needs, building their financial acumen to consistently excel in this role.
  • Execute operational tasks at the request of the financial advisor and/or clients, including cash management, document delivery, and account updates.
  • Onboard new clients from inception to execution of their financial goals, building solid rapport that fosters a long-lasting client relationship.
  • Prepare financial plans, spreadsheets, portfolio goal modifications, and other materials for client meetings.
  • Analyze current revenue streams and identify new opportunities to capitalize on growth.
  • Work with the Director of Investments to learn how the Asset Management side of our practice works and assist with client portfolio reallocations & report generation.
  • Utilize financial planning software (eMoney, Morningstar) to aggregate client accounts, set up client websites, gather, input, organize, evaluate data, and prepare/update financial plans for our clients.
  • Routinely sit in on client calls with the financial advisor and assist with revisions to ensure quality, commitment, and execution of clients' financial goals.
  • Regularly seek opportunities to learn and grow with BluePoint Financial.

Requirements:

  • A commitment to excellent service and organization.
  • Desire to learn the financial services industry and be part of a growing organization.
  • Excellent written and verbal communication skills.
  • Experience with a CRM platform and E-filing systems.
  • Competency in Microsoft Office 365.
  • Basic knowledge of retirement planning and tax implications.
  • Bachelor's degree.
  • Maryland Life & Health Insurance Licensed, FINRA Series 7 & 66 licenses or Series 7, 63 & 65 licenses (if not currently held, must be obtained within the first year of employment).