About this role
Role Overview
- Generate and update financial plans for prospective clients in planning software
- Analyze and recommend investment portfolios for clients
- Perform tax impact analysis for client portfolios changes
- Coordinate all prospect and client meetings and meeting agendas
- Manage and track client follow-up tasks
- Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes
Requirements
- Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling
- Excellent communicator, in both written and oral form
- Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
- High attention to detail
- High level of discretion
- Passion for building a better personal finance experience
- Bachelor’s degree and financial planning coursework completed
- Minimum of 2 years working in a securities-related environment
- Series 65 or equivalent; clean U4
- BONUS POINTS CFA or CFP certification
Benefits
- Employees can work remotely