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Financial Planning Associate

2 months ago

St Petersburg, United States RFG Advisory Full time
{"title": "Financial Planning Associate", "description": "About the Role

RFG Advisory is seeking a highly motivated and analytical professional to join our team as a Financial Planning Associate. In this role, you will work closely with our dynamic team to provide holistic financial planning for our clients.

Key Responsibilities
  • Develop and implement comprehensive financial planning strategies for clients.
  • Prepare financial analyses and research for various personal wealth management issues.
  • Prepare financial reports and presentations for clients and prospects.
  • Assist in servicing the existing book of business, including client meetings, portfolio reviews, and financial planning.
  • Maintain accurate and up-to-date client records in Salesforce and manage portfolio data in Orion.
  • Assist in developing new business through prospecting and cultivating next generation leads.
  • Participate in client meetings, take notes, and follow up on action items.
Requirements
  • Prioritize and manage workflow to ensure quality and efficiency.
  • Ensure all personal work meets audit and compliance standards.
  • Deliver high-quality client service in a professional, caring, and compliant manner.
  • Communicate effectively with clients, prospects, and others in the organization.
What We Offer
  • Comprehensive benefits package including health, dental, and vision insurance.
  • Retirement plan.
  • Disability coverage.
  • Generous PTO, company holidays, and charitable work day.
  • Performance coaching and opportunities for ongoing education and growth.
", "lang_code": "en-US"}