Job description
This is a remote position.
A Fast-growing, multi-disciplined financial planning firm seeks an experienced Financial Planner Associate to work with existing Financial Planners and clients to coordinate services between our tax, trust, entity, portfolio and insurance teams. This is a fast paced and highly skilled firm that works with high net worth individuals in a true comprehensive fiduciary planning capacity. You will be working within our main program, eMoney, and working with our Financial Planner to maintain our client relationships. If you want to take your career and ability to help people to the next level and are willing to put in the work to become knowledgeable in all disciplines, we might be the firm for you!
Requirements
Requirements
Past experience with either eMoney, Navi-Plan, MoneyGuide Pro, or similar high net worth planning tools. (preferred)
At least two years in a prior Financial Planners Assistant/Associate role
Ability to work at a high energy level within a team while still delivering a quality client experience.
Experience and comfortable with administrative duties such as Completing and Processing custodial paperwork, CRT Distributions, Roth Conversions, RMD's, etc
Must be comfortable with scheduling appointments and handling the coordination of the calendar for multiple Financial Planners
Experience in working directly with clients and responding to email and phone inquiries promptly.
Must be detail-oriented and willing to take initiative
Must be comfortable with technology as we are a very tech-driven firm; there is very little paper handled in the office as all is digital
Must have a cell phone to install our IP Soft Phone
Must be able to prove high-speed internet for usage with video calls with team and clients as some work may be virtual
No criminal background
No bankruptcy in the last 10 years
Benefits
Benefits:401k with Match
Health Care Reimbursement Program Educational Reimbursement with pay raises to help you grow Technology package delivered to you Competitive Vacation and PTO package Competitive Base pay Opportunity for advancement in the industry if desired
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.