About the job Wealth Planning Associate
Wealth Planning Associate (Remote Options)
National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.
This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.
Responsibilities:
- Generate client account reports and documents for service meetings
- Write comprehensive financial plans with recommendations and creative solutions
- Analyze client investment portfolios
- Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
- Manage and distribute incoming client information
- Complete trades and new business submissions
- Monitor transactions and new business for completion and accuracy
- Complete Contact Manager notes and/or follow-up correspondence
- CFP designation, or in process
- Bachelors degree in accounting, finance or equivalent
- Excellent written communication skills
- Detail oriented
- Able to manage and prioritize many time-sensitive tasks simultaneously
- Team player
Wealth Planning Associate in boston at Unknown Company
This position is listed as full time and able to be worked remotely.