Virtual Financial Planning Analyst

About the role

Legato Financial Group (LFG) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers, and client relation specialists who thrive on success and are rewarded for hard work. We are a close-knit company looking for the right person to complement our team. The ideal candidate will have the desire to work in the financial industry long-term, contribute to the growth of our business, and exceed expectations by being intelligent, articulate, pleasant, dependable, and bringing a great attitude to work every day.

Responsibilities

• Financial Planning & Analysis
  • Prepare comprehensive financial plans aligned with client goals using eMoney software.
  • Monitor client progress through the financial planning process, ensuring timely preparation for each phase.
  • Conduct in-depth research on financial products and funds to model financial scenarios using Nitrogen software.
  • Update financial plans to reflect changes in client circumstances and objectives.
• Client Communication & Support
  • Maintain regular communication with clients, including weekly updates on financial plan status and collecting required information.
  • Collaborate with Service Advisors to prepare and update Retirement Blueprint eMoney reports for annual client reviews.
  • Develop professional Executive Summaries using Adobe for client presentations.
• Administrative & Sales Support
  • Provide ad-hoc materials to support investment advisors during the sales process.
  • Work with New Business teams to prepare for account openings and transfers.
  • Proactively monitor advisors’ calendars to ensure they have all necessary materials for upcoming meetings.
  • Collaborate with investment advisors to enhance sales and service processes.
• Software & Technology Management
  • Demonstrate expert proficiency in eMoney software for seamless plan preparation and management.
  • Manage eMoney integrations to maintain accurate and up-to-date client portals.
  • Understand and execute the LFG process from start to finish for all clients.
• Specialized Planning Tasks
  • Prepare and update Retirement Blueprints for clients, ensuring accuracy and relevance.
  • Coordinate with Service Advisors to review and refine financial plans.