Financial Planning Specialist
Finacial Planning 40%
- Create/Update planning client’s Financial Statement
- Maintain client contact and notes in CRM/Salesforce
- Verify/ Project Cash Flow occasionally
- 401(k) printouts
- Prepare Long Term Care proposals
- Prepare Insurance proposals
- Excel spreadsheets
- Prepare correspondence, agreements, and attachments for plan engagement
- Assist in Implementation of plans
- Prepare charts, graphs, reports or other visual aids for financial plans and reviews
- Coordinate/verify/monitor any follow up items including internal/external information, forms processing, etc. from a meeting
- Field phone calls and emails from clients
- Follow up with client on allocation proposal
- Conference Calls and/or attend outside meetings when necessary (i.e. EP/Medical/Social Security)
- Coordinate Home Mortgage financing at the direction of advisor
- Attend and/or conduct client meetings to sign paperwork when necessary
- Field wanted and/or directed transactions from Client (i.e. reallocation/cash flow)
- Place trades when needed **for licensed individuals
2
- Back up phone for front desk as needed
- Plan and prioritize own work schedule
- Scanning files to electronic storage
- Use “to-do” lists, calendars, computer software or other work/time management systems
- Provide information to corporate office staff (forms, applications, special requests)
- Perform other allowable duties as assigned by advisor(s), as well as any duties a planning assistant may perform
- Maintain all client interaction on the client management system (CRM)
- Maintain files and records (Online File Manager, Box, and/or CRM)
- Prepare for and complete registration, licensing, continuing education requirements or financial planning courses
Job Types: Full-time, Contract
Pay: $30,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation package:
Weekly schedule:
Work setting:
Education:
Experience:
- Financial planning: 2 years (Required)
License/Certification:
- Series 7 and Series 66 (Required)
Work Location: In person