BOUTIQUE FIRM, EXPERIENCED TEAM
Our client is a private wealth management firm that has experienced tremendous growth. They focus on helping an exclusive group of business owners and successful families to multiply, manage, and enjoy wealth. They offer the ideal candidate the ability to work with an experienced team and assist with all aspects of financial planning and serving the firm’s clients.
WHAT YOU WILL GET TO DO
Develop and implement comprehensive financial plans. Continually expand and modernize the firm’s financial planning process by leveraging technology and best practices. Develop expertise in all areas of financial planning. Identify and implement opportunities to enhance client experience. Assist advisors in the management of client relationships. Prepare client meeting agenda and documentation. Help team to ensure clients have a seamless and valuable experience. Build a strong foundation for planning career by learning all aspects of operational support.
QUALIFICATIONS
Bachelor’s degree from an accredited university; at least 1 year of work experience in financial planning or accounting preferred. Pursuing CFP® certification. Aspire to become an expert in financial planning and investment management and have the desire to generate innovative ideas and possess the ability to plan and execute them. Working knowledge of eMoney is a plus.
THE PERKS
Starting base salary range of $70k+ based on experience, plus bonus opportunities. Health insurance and 401k plan.
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