About the Role
This role involves working closely with senior advisors to deliver comprehensive financial planning and investment services to individuals and families, ensuring client goals are met through structured financial solutions.
Responsibilities
- Collaborate with senior advisors on client financial planning initiatives
- Analyze client financial data to assess current and future needs
- Assist in developing personalized investment strategies
- Monitor portfolio performance and recommend adjustments
- Prepare detailed financial reports for client meetings
- Support the implementation of estate and tax planning strategies
- Maintain accurate client records and documentation
- Respond to client inquiries in a timely and professional manner
- Conduct market research to inform investment decisions
- Participate in client meetings to present financial plans
- Track financial goals and progress with clients
- Help onboard new clients and transition existing accounts
- Stay current with regulatory requirements and compliance standards
- Use financial planning software to model scenarios
- Coordinate with external partners such as attorneys and accountants
- Contribute to internal strategy discussions
- Assist in the preparation of retirement income plans
- Support risk assessment and asset allocation processes
- Ensure adherence to firm policies and procedures
- Identify opportunities for process improvements
- Maintain confidentiality of client information
- Engage in ongoing professional development
- Support team efforts during peak reporting periods
- Contribute to the firm's knowledge base with insights and analysis
- Promote a client-centered service culture
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Hybrid work model with office and remote options
Team
Collaborative team environment focused on client service and long-term planning
About Us
We are a growing financial services firm dedicated to delivering personalized wealth management solutions. Our team works with individuals and families to build sustainable financial strategies aligned with their goals. Innovation, integrity, and client focus are central to our culture.
What We Offer
- Comprehensive benefits package including health insurance and retirement planning
- Professional development opportunities and tuition reimbursement
- Flexible work schedule and supportive work environment
- Access to advanced financial planning technology
- Opportunities for career advancement
Not available