We are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will have a strong background in financial concepts and sales, with financial planning and wealth management expertise.
This role requires excellent attention to detail, organizational skills, ability to complete multiple tasks in a timely manner, and the ability to recognize/adapt to the nuances of the customization needed for individual clients.
This position is supportive and collaborative with the rest of the team. If desired, your day-to-day responsibilities can include managing your own client base.
Responsibilities
Financial Planning: Data gathering, entry, and analysis for customized/personalized financial plans based on clients' goals and risk tolerance.
Client Relationships: Build strong relationships with clients.
Client Communication: Handle client service, emails, and phone calls, ensuring prompt and professional responses. Collaborate with clients to review and adjust financial plans as needed.
Research: conduct research on market trends, investment opportunities, and financial strategies.
Document Management: Organize and maintain digital and physical files, including financial documents, client records, and reports.
Data Entry: Accurately input and update client information, financial data, and transactions into the company's systems and databases.
Record Keeping: Maintain detailed and confidential records of client interactions, transactions, and communications.
Meeting Preparation: Prepare meeting materials, reports, and presentations for client meetings, ensuring accuracy and completeness.
Proactively identifying potential issues or needs for both staff and clients.
Optional opportunity for a financial planner currently working with their own clients or desiring to be the lead advisor of their own clients. The expectation is that providing financial planning and additional support for all PWM clients is the primary purpose of this position, at least initially. This can evolve over time.
Experience
Strong understanding of financial concepts
Experience in financial planning, portfolio management, and wealth management
Knowledge of cash management practices
Excellent mathematical skills for analyzing data and creating financial strategies
Attention to detail
Self-driven, punctual, organized, and structured in managing your day
Ability to work as part of a cohesive team and independently
Well versed in Microsoft Word, Excel, and PowerPoint
Bachelor's degree
5+ years of financial industry experience, including direct experience with financial planning
CFP® designation preferred but not required
About PWM
At Partnership Wealth Management (PWM), we help our clients plan for their future through our personal financial planning strategies. Our comprehensive, holistic advice aims to help our clients to improve everything from their retirement planning to investment management, tax strategies to estate planning strategies, and insurance to charitable giving.
We take a laid-back, low-pressure approach to client relationships. However, we have very high standards and a "white glove" philosophy when it comes to our customized client service. We care about our clients, and the health of those relationships is our top priority. We specialize in working with the LGBTQ+ community.
We're a close-knit team. Building strong relationships among the PWM team helps communication and helps each of us support the others. Everyone here is valued and treated with respect; it is an important part of what makes us successful.