Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Directly supervise a team of financial planners, provide ongoing training opportunities and feedback.
- Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to 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 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; advanced degrees are encouraged.
- CFP® certification or other accredited designation required.
- 5+ years of relevant experience in financial planning, wealth management, or related financial services segment in a client-facing role.
- Experience with the distinct needs of high-net worth and ultra-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 as part of a team in a dynamic environment; experience training or developing a team.
- Familiarity with investment management concepts and financial products.
- Knowledge of regulatory requirements, industry best practices, and technology solutions.
- Experience with managing, training, and mentoring individuals in a professional setting.
- Exceptional attention to detail and time management.
- Strong client service orientation, behavioral finance knowledge, and professional demeanor.
Ready to Apply?
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