Looking to Connect the Best and Brightest with Our Portfolio of Companies

Company is currently seeking a Job Position to join our growing team to help our Firm deliver on our goals.

ResponsibilitiesThe Job Position is an integral role in our engagement teams which are led by Job Position. They support Job Position by:

• Preparing financial plans and related financial reports for clients; assisting in the delivery of those plans and identifying key action steps
• Implementing investment portfolios based on the firm’s investment philosophy and client’s specific goals and objectives
• Attending client meetings; documenting the follow-ups and next steps
• Interacting and developing relationships with clients to understand their financial and personal goals
• Preparing materials and analysis for discussion with clients on other financial topics, such as estate planning, financial literacy and philanthropic strategies
• Preparing tax returns including individual, S-Corporations, partnerships and trust returns

Qualifications

• Bachelor’s Degree required. An academic emphasis on financial planning, wealth management or finance is preferred.
• Certified Financial Planner (CFP) or desire to work towards CFP certification
• Ability to work well in a fast-paced, team-oriented environment
• Superior organizational skills and ability to multi-task in supporting different advisors across various wealth management disciplines
• Excellent communication and listening skills
• Outstanding analytical skills and exceptional attention to detail
• Proficiency with Microsoft Office Suite
• Confidence to work closely with clients to answer questions and develop rapport

Company offers a competitive compensation and benefits package commensurate with qualifications and experience. Interested applicants should email their cover letter & resume to careers@company.com