Work with Advisor to assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy.
Oversee and support the team in pre-client-meeting preparation and post-client-meeting processing.
Prepare customized proposals for clients and prospective clients.
Assist in the development of complex and highly customized financial portfolios.
Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations.
Partner with Advisor to develop asset allocations to meet clients’ risk profile and time horizon.
Monitor and follow up with all action items from client meetings.
Calendar and confirm client meetings for Wealth Advisors.
Maintain knowledge of key financial, investment and risk management concepts.
Co‑manage and provide leadership within the team.
Requirements
3-5 years in client-facing advisory roles.
Concentrations in wealth management, financial, estate planning, and/or tax related work.
CFP preferred, or CFP education completed and able to obtain credentials within 6 months of joining the firm.
Other credentials a plus.
4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field.
Strong knowledge of finance and capital markets required.
Technical proficiency in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis.
Demonstrated experience working with MoneyGuide Pro or eMoney, Orion and Salesforce (similar systems).
Expert in Microsoft Excel and PowerPoint.
Passion for financial planning and growth.
Strong ability to multi-task, manage various client requests and effectively prioritize.
Unquestioned commitment to integrity in personal and professional activities.
Strong verbal and written communication skills.
Demonstrated ability to work effectively in a team environment with the ability to take initiative and work independently while proactively keeping stakeholders in the loop.
Confidence to work directly with leaders and high-net worth clients.