As a member of the Client Service Team, the Associate Financial Planner collaborates with the Wealth Managers and provides support in analyzing and synthesizing data to build the client's Wealth Management Plan. The Financial Planner is responsible for data gathering, modeling, case design, scenario building and proposing solutions to complex scenarios in the development of the Wealth Management Plan. This role acts as another point of contact and liaison between the client, other professionals and the Wealth Managers. The Financial Planner participates in meetings and collaborates with the Wealth Managers in the decision-making process.
Responsibilities:
Gather, organize and synthesize client data within a financial planning context
Prepare client financial plans and presentations for review by Wealth Managers
Ultimate ownership for resolution of all client inquiries
Administer client account transfers and account paperwork
Prepare client trades for review by Wealth Managers
Liaison between the support staff and Wealth Managers
Attend client meetings in a technical, supporting and learning role
Must-Have Skills:
Bachelor's Degree in Business, Finance, Financial Planning or Economics