Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
Meet with clients to learn about their unique situation; develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.
Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.
Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.
Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and internal CRM.
Ensure compliance with internal policies and regulatory requirements.
Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.
Requirements
Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred
CFP® certification strongly preferred
3+ years of relevant experience in financial planning, wealth management, or related financial services segment; preferably in a client-facing role
Experience with the needs to mass affluent and high-net worth families
Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly
Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.
Proficiency in Microsoft Office Suite; experience with financial planning software (e.g., eMoney) is strongly preferred
Ability to work independently and collaboratively in a team environment
Preferred Skills :
Familiarity with investment management concepts and financial products
Knowledge of regulatory requirements and industry best practices
Exceptional attention to detail and time management
Strong client service orientation and professional demeanor