We are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.
If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
The Opportunity:
This role supports financial advisors by gathering client information, creating financial plans, and delivering presentations using financial planning software. You'll become an expert the process and platform, ensuring a smooth client experience.
Responsibilities:
Gain in-depth knowledge of MoneyGuidePro
Assist in exploring and implementing new workflows to enhance efficiency
Assist with gathering client data, analyzing financial situations, and crafting financial plans aligned with client goals and risk tolerance.
Translate complex financial information into clear, concise, and visually appealing presentations for client meetings.
Partner with the team to identify opportunities for automation, standardization, and improved data management within the financial planning process.
Work closely with financial advisors to understand their needs and provide ongoing support.
Actively research and learn about the latest trends and best practices in financial planning and associated technology.
Requirements:
Proven ability to analyze complex financial data and translate it into clear and actionable insights.
Some experience with financial planning software and technology, MoneyGuidePro preferred.
Detail-oriented with a focus on accuracy and efficiency.
Proven success with multi-tasking, managing priorities effectively, and working independently.
Excellent communication and presentation skills with the ability to engage clients on financial concepts.
Strong commitment to continuous learning and professional development.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
Business travel up to 25%.
Education, Training and Experience:
Bachelor's degree, or relevant experience in retirement plan service.
CFP® Certification preferred (but not required).
1-5 years of experience in financial planning.
Other:
This job description should not be construed to imply that these requirements are the
exclusive standards of the position. Incumbents will follow any other instructions and
perform any related duties as required. Reasonable accommodation will be provided for
qualified individuals with disabilities. The employer has the right to revise this job description
at any time. The job description is not to be construed as a contract for employment.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.