Job Description:
Job Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking a
Financial Planning & Investments Associate to join our team and grow in their career with our firm. This
analyst will be responsible for assisting in the service of our growing client base, providing operational
support to the Financial Advisor & Director of Investments, assisting clients with financial planning
needs, and building their financial acumen to consistently excel in this role.
Key Duties and Responsibilities:- Executing operational tasks at the request of the financial advisor and/or clients (cash
management, document delivery, account updates).
- Onboarding new clients from inception to execution of their financial goals and building solid
rapport that fosters a long-lasting client relationship.
- Prepare financial plans, spreadsheets, portfolio goal modifications, and other materials for client
meetings.
- Analyze current revenue streams and identify new opportunities to capitalize on growth.
- Work with the Director of Investments to learn how the Asset Management side of our practice
works and assist with client portfolio reallocations & report generation.
- Utilize financial planning software (eMoney, Morningstar) to aggregate client accounts, set up client websites,
gather, input, organize, evaluate data, and prepare/update financial plans for our clients.
- Routinely sitting in on client calls with the financial advisor and assisting with revisions to ensure
quality, commitment, and execution of clients' financial goals.
- Regularly seeking opportunities to learn and grow with BluePoint Financial.
Financial Planning & Investments Associate Requirements:
- A commitment to excellent service and organization
- Desire to learn the financial services industry and to be part of a growing organization
- Excellent written and verbal communication skills.
- Experience with a CRM platform and E-filing systems.
- Competency in Microsoft Office 365
- Basic knowledge of retirement planning and tax implications.
- Bachelors' degree
- Maryland Life & Health Insurance Licensed, FINRA Series 7 & 66 licenses or Series 7, 63 & 65 licenses (If
not currently held, must be obtained within the first year of employment)