Wealth Planner

About the Role

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships, develop individualized financial plans and recommendations, assist with client meetings, and present findings.

Responsibilities

• Assist advisory team with onboarding of new clients: customize contracts, obtain forms from custodian, and ensure accurate completion.
• Coordinate submission with the custodian for processing, including cash transfers, wires, data maintenance, reporting, and trading.
• Process account openings, deposit electronic checks, move money, and handle custodian tasks.
• Proactively interact with clients to create an outstanding experience, schedule meetings, and resolve questions/issues.
• Analyze and input client data into financial planning software (eMoney).
• Assist with timely completion and submission of client-related transaction requests.
• Prepare forms and reports for client meetings.
• Conduct independent research and build financial plans for prospective clients.
• Develop client recommendations with assistance from the Wealth Advisor.
• Build comprehensive financial plans and maintain the CRM system (Salesforce).
• Perform ongoing maintenance and quality control of CRM.
• Other duties as assigned.

Requirements

• Bachelor’s degree.
• Series 65 (to be obtained within three months of hire date).
• 2-4+ years of financial planning, estate planning, and/or tax planning/preparation experience.
• Pursuing or has attained a CFP® certification.

Skills & Competencies

• Ability to develop wealth planning and investment recommendations and present them to clients.
• Working knowledge of eMoney and Salesforce (strong plus).
• Exceptional problem-solving skills and ability to organize/prioritize work to meet deadlines with minimal supervision.
• Must thrive in a fast-paced, changing environment.
• Ability to build and maintain relationships with potential and current clients.
• Commitment to doing what is right for the client.

Pay

Compensation range: $77,500–85,000.

Benefits

• Health, dental, and vision insurance (effective day 1).
• 401(k) savings and investment plan with a 4% match.
• Flexible PTO policy.
• Parental leave.
• Financial assistance for advanced education and professional designations.
• Opportunity to give back time to local communities.
• Commuter benefits.