Fee-Only Independent RIA firm that provides comprehensive financial planning is seeking a Wealth Management Associate to support their Wealth Managers in delivering our full range of wealth management services. This is a technical, client-service position responsible for the analytical work in developing comprehensive deliverables for our clients. This role involves a moderate degree of direct client contact as well as contact with clients' other advisors such as attorneys, accountants, and insurance agents. Strong analytical and communication skills are required, as are strong computer skills in utilizing a variety of applications. The role is primarily in office, with flexibility to work from home on Fridays.
Responsibilities:
Preparation and analysis of long-range projections of changes in net worth and cash flows, including Monte Carlo analysis to assess feasibility of and progress toward specific client goals
Preparation of Net Worth statements and other financial planning worksheets focused on specific financial decisions, estate planning, investment analysis, insurance needs analysis, etc.
Preparation and analysis of investment portfolio reports, income tax projections, agendas and analyses for client meetings, and of various analyses, as needed based on client needs and circumstances
Documenting notes from client meetings and writing of detailed follow-up emails from those meetings
Requirements:
Undergraduate degree in Accounting, Finance, and/or Financial Planning
Currently in pursuit of CFP designation or CPA licensure
At least 5 years' work experience, preferably in an accounting firm, family office, or wealth management firm, with exposure to personal income tax returns is desirable
Experience with MoneyGuide Pro and tax planning software
Excellent verbal and written communication skills
The ability to effectively engage in conflict resolution and overcome objections
A passion for working and collaborating with others to solve client problems
Strong organization skills and detail-oriented
Proficiency with Microsoft Word, Excel and Outlook