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Financial Planning Specialist

4 weeks ago

Washington, Washington, D.C., United States Equity Trustees Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at Equity Trustees. As a key member of our team, you will play a crucial role in providing exceptional support services to our clients.

Your primary focus will be on creating high-quality financial planning documents, including Statements of Advice and Records of Advice. You will also be responsible for developing financial planning strategies and investment recommendations, as well as undertaking investment portfolio reviews and conducting product research.

About the Responsibilities

  • Prepare financial planning Statements of Advice and Records of Advice
  • Develop financial planning strategies and investment recommendations
  • Undertake investment portfolio reviews and conduct product research
  • Manage and maintain relevant quality assurance programs within the team
  • Help the Fiduciary Investment team in preparing Prudent Person Reviews when needed
  • Prepare Investment Committee submissions as necessary

About the Requirements

  • Significant experience in a previous paraplanning position
  • Demonstrated competency in the usage of XPlan
  • Experience in Centrelink and Superannuation
  • Investment knowledge and experience, including direct Australian equities
  • Sound knowledge of ASIC compliance requirements and Financial planning standards
  • Financial Planning Qualifications

About Us

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.