Strategic Financial Planning Operations Lead

Claire Myers Consulting; Hudson (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Career growth opportunities

Job summary

A boutique wealth management firm in Hudson, WI is looking for a Financial Planning Associate. This position pertains to implementing financial planning strategies while ensuring smooth workflow among advisors, operations, and custodial platforms. It is ideal for detail-oriented professionals who thrive in collaborative settings. The role presents an opportunity for career growth and requires significant attention to detail, organizational skills, and a background in financial services with relevant qualifications.

Qualifications

• 3+ years of experience in financial services, planning support, or investment operations.
• Experience with custodial platforms preferred.
• Exceptional attention to detail and accuracy.

Responsibilities

• Assist in the preparation and implementation of comprehensive financial plans.
• Manage financial plan recommendation checklists and update CRM records.
• Execute back-end processes to implement advisor recommendations.
• Coordinate asset movements including ACHs, wires, and internal journals.
• Monitor planning and portfolio tools for updates and changes.

Skills

Attention to detail

Organizational skills

Communication skills

Time management

Education

Bachelor’s degree in Finance, Business, or related field

Series 65 license or ChFC or CFP designation

Tools

Pershing

NetX360+

CRM systems

eMoney

BlackDiamond

Holistiplan

Pontera

Job description

A boutique wealth management firm in Hudson, WI is looking for a Financial Planning Associate. This position pertains to implementing financial planning strategies while ensuring smooth workflow among advisors, operations, and custodial platforms. It is ideal for detail-oriented professionals who thrive in collaborative settings. The role presents an opportunity for career growth and requires significant attention to detail, organizational skills, and a background in financial services with relevant qualifications.