Advisor Investment Planning Specialist

Simplicity Group Holdings; Summit (NJ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

401k with employer match

Paid time off

Paid parking

Medical, dental, vision insurance

Job summary

Simplicity Group Holdings is seeking a Financial Planning Consultant to support our internal Financial Planning Team in Summit, NJ. You will focus on building strong advisor relationships, gathering client information, and inputting data into our wealth platform for investment proposals and portfolio analysis.

The role emphasizes education of Advisors on planning best practices, with opportunities to lead webinars and provide coaching.

Qualifications

• Bachelor's degree required.
• 2+ years' experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) required.
• Proficient in Google Office Suite (Excel, Word, Drive, Email).
• Licenses preferred: Series 65, CFP, CHFC or willingness to obtain.

Responsibilities

• Meet with affiliated Advisors to collect client information and build relationships.
• Input and analyze client data in the Simplicity Wealth Platform.
• Generate Investment Proposals and conduct portfolio analysis for Advisors.

Skills

Relationship building

Communication skills

Tech savvy

Google Office Suite

Education

Bachelor's degree

Tools

Google Workspace

Job description

Simplicity Group Holdings is seeking a Financial Planning Consultant to support our internal Financial Planning Team in Summit, NJ. You will focus on building strong advisor relationships, gathering client information, and inputting data into our wealth platform for investment proposals and portfolio analysis.

The role emphasizes education of Advisors on planning best practices, with opportunities to lead webinars and provide coaching.