Senior Wealth Planning Associate - Columbus, OH

Responsibilities

• Gather and analyze data, develop of financial planning recommendations, implementation, and portfolio management.
• Profile clients to identify investment and lending needs and coordinate the delivery of investment, fiduciary and lending solutions to satisfy those needs.
• Participate in client meetings and deliver advice to clients.
• Aid the FAs with implementing defined asset allocation and investment strategy.
• Cook up with other members of the team to ensure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
• Act as an expert in financial planning topics and trends.
• Stay updated on tax law, estate regulations, and capital market trends.
• Offer investment ideas based on firm research, team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of their clients.

Requirements

• 2+ years of experience in financial planning.
• Professional Licenses: CFP, Series 7, 63 and 65 (or 66).
• Bachelor’s degree.
• Advanced knowledge and hands-on experience using financial planning software (Ideally MoneyGuide).

Qualifications

Expert knowledge in financial planning topics, concepts, and strategies.

Demonstrate advanced analytical and problem-solving skills.

Thorough and rigorous attention to detail.

Takes initiative and ownership in all aspects of role from logistics to processes.

Skills

• Financial Planning Expertise.
• Excellent communication skills.
• Detail-oriented and driven.
• Team-oriented.
• Problem-solving and critical thinking skills.

Benefits

Competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan.