2024-05-12
AppCast (https://www.appcast.io)
Other
/yr
full-time
employee
Westborough
Massachusetts
01581
United States
Description: Financial Planning Specialist
Our full-service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning.
We have an immediate opening for a key role on our team that will lead the preparation of comprehensive financial plans and presentation materials for our clients.
Financial Planning Specialist Job Duties:
Work jointly with lead advisors and specialists on designated client relationships.
Oversee and prepare client analysis net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses and tax planning.
Use our firms proprietary planning process to create analyses and recommendations for advisors to present to clients
Maintain client confidence and trust through zero defect work and professional communications
Manage planning team to ensure client presentations are prepared, reviewed, and finalized before meetings
Drive research and make recommendations for complex planning cases and unique scenarios
Actively participate and contribute to Planning Team projects for efficiency, productivity, advice and client experience.
Qualifications:
Required
Life, Accident & Health Insurance licenses
Series 7 & 63
Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services
Bachelors Degree in business, finance and/or related industry experience
Preferred
Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive financial plans aligned with client goals
Counsel representatives on a variety of proactive approaches, investments and solutions
Strong analytical, problem solving, and written and verbal communication skills
Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment
2-3 years financial planning experience
Committed to professional development (e.g. CFP, CPWA, RICP)
Strong communication and interpersonal skills.
Ability to work and thrive in a collaborative professional team environment.
Familiarity with Microsoft applications and data entry and information retrieval software
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The Financial Planning Specialist role will be a great fit for someone who:
Is exacting and expects/ strives for perfection
Seeks a role requiring ownership and a high degree of responsibility
Enjoys a fast-paced role with many moving pieces to keep track of and manage
Is a self-starter who goes above and beyond and is not comfortable leaving tasks incomplete or partially finished
Wants to be part of a driven team and fast-paced, high-performance environment
Desires a role with the ability to develop strong expertise, serve clients and provide best-in-class support within a high-performance team
Has a positive, upbeat, and can-do attitude
