Wealth Planning Associate

Wealth Planning Associate (Remote Options) National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential. This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team. Responsibilities: - Generate client account reports and documents for service meetings - Write comprehensive financial plans with recommendations and creative solutions - Analyze client investment portfolios - Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations - Manage and distribute incoming client information - Complete trades and new business submissions - Monitor transactions and new business for completion and accuracy - Complete Contact Manager notes and/or follow-up correspondence Qualifications: - CFP designation, or in process - Bachelors degree in accounting, finance or equivalent - Excellent written communication skills - Detail oriented - Able to manage and prioritize many time-sensitive tasks simultaneously - Team player Originally posted on Himalayas