Financial Planner

Our client is a comprehensive financial planning firm seeking a Financial Planner to join their team, supporting a Lead Financial Advisor with a growth path to directly leading client relationships.

Requirements

• Prepare Financial Plans Through eMoney
• Process new account paperwork
• Resolve routine and complex client service issues
• Leading weekly team meetings
• Heavy client interaction
• Working with firms trader for performing trade, rebalancing, and distribution requests
• Track and manage all aspects of asset movement
• Maintain comprehensive knowledge of, and interact with, the multiple investment management platforms
• Maintain strong working relationship with financial planning team
• Keep the practice up to date on all compliance activities
• Manage onboarding process with new clients
• Coordinate activities with firms service team regarding specific tasks
• Manage teams client data base systems/CRM (Redtail)

Benefits

• 401(k)
• 401(k) matching
• Employee discount
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan