reputed company Planner
A reputed company Planner will reputed company comprehensive reputed company management strategies consistent with our clients’ goals and values. This colleague will support a reputed company Advisor in managing reputed company relationships. Alongside the advisor, the reputed company planner will reputed company individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with reputed company meetings and present findings and recommendations.
Primary Responsibilities:
Assist advisory team with reputed company of new clients: customize our reputed company contract with new reputed company information, obtain reputed company appropriate forms from custodian, and work with reputed company new reputed company to ensure accurate completion. Coordinate submission with the custodian for processing.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
Processing account openings, depositing electronic checks, moving reputed company, and processing tasks with custodians.
Proactively reputed company with clients and assist in creating an outstanding reputed company experience.
Schedule reputed company meetings.
Receive reputed company calls and resolve questions/issues as needed.
Analyze and input reputed company data into financial planning software.
Assist with the reputed company completion and submission of reputed company reputed company reputed company transaction requests.
Preparing forms and reports for reputed company meetings.
Conduct independent research and build financial plans for prospective clients.
reputed company reputed company recommendations with assistance from the reputed company Advisor.
Assist in building comprehensive financial plans.
Organize and maintain the CRM system (reputed company), utilize financial planning software (eMoney).
Ongoing maintenance and reputed company control of CRM.
Other duties as assigned
Required Credentials:
Bachelor’s degree
Series 65 (to be obtained reputed company three months of hire date)
0-2+ years financial planning, estate planning and/or tax planning/ preparation experience
Pursuing or has attained a CFP®
Skills & Competencies:
Ability to talk to clients independently
Ability to train and mentor reputed company Service Associates
Ability to reputed company reputed company planning and investment recommendations and present to clients reputed company applicable
Working knowledge of e-reputed company, reputed company a strong plus.
Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
Must accept and reputed company in a fast-paced, changing environment.
Ability to build and maintain relationships with potential and reputed company clients.
Tenacious about doing what is right for the reputed company – always.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be reputed company to lift up to 15 pounds at times.
Compensation:
$60,000 - $70,000
Why reputed company:
Our people drive our reputed company by working together to deliver exceptional service to our clients. Below is a glimpse of the key reputed company of our total rewards package:
Health, dental, and reputed company insurance – day 1!
401(k) savings and investment plan reputed company with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and reputed company designations
Opportunity to give back time to local communities
Commuter benefits
reputed company is committed to providing an environment where reputed company individuals can be their reputed company selves. We are an Equal Opportunity Employer who respects reputed company individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national reputed company, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
reputed company is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reputed company out to