Financial Planning & Execution Specialist

CMC Recruiting; Hudson (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Client Wealth Partners in Hudson, WI is seeking a Financial Planning Specialist to translate planning strategy into actionable workflows. You will bridge Advisors, operations, and custodial platforms, supporting planning implementations and data integrity.

The role emphasizes collaboration, meticulous attention to detail, and ongoing professional development within a process-driven environment. In-office, full-time opportunity with a tight-knit team.

Qualifications

• Preferred Qualifications include Series 65 license, ChFC or CFP designation.
• 4+ years of experience in financial services, planning support, or investment operations.
• Experience with custodial platforms such as Pershing, NetX360 or similar.
• Familiarity with CRM systems and investment products.

Responsibilities

• Assist in the preparation and implementation of comprehensive financial plans.
• Gather, input, and maintain accurate client data within planning tools.
• Manage planning checklists and update CRM records.
• Execute back-end processes to implement Advisor recommendations.
• Support account openings, rollovers, transfers, and onboarding activities.
• Process non-discretionary trades as directed by Lead Advisors.
• Coordinate asset movements including ACHs and wires.
• Partner with Lead Advisors to implement planning strategies.
• Stay current on planning tools, tax considerations, and best practices.
• Maintain progress toward professional designations.

Skills

Series 65 license

ChFC or CFP

financial services experience

planning operations

Pershing / NetX360

CRM systems

investment knowledge

attention to detail

communication skills

team collaboration

eMoney / BlackDiamond

Holistiplan / Pontera

Tools

Pershing

NetX360

CRM systems

eMoney

BlackDiamond

Holistiplan

Pontera

Job description

Client Wealth Partners in Hudson, WI is seeking a Financial Planning Specialist to translate planning strategy into actionable workflows. You will bridge Advisors, operations, and custodial platforms, supporting planning implementations and data integrity.

The role emphasizes collaboration, meticulous attention to detail, and ongoing professional development within a process-driven environment. In-office, full-time opportunity with a tight-knit team.