Wealth Planning Associate

SDL Search Partners; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

SDL Search Partners is seeking a Wealth Planning Associate for a role focused on comprehensive financial planning with no sales or cold-calling. The position collaborates with Directors to develop plans, analyze portfolios, and prepare client meetings in a remote-capable environment.

Ideal candidates hold a CFP designation (or are pursuing it) and a Bachelor’s in accounting or finance. Strong written communication, attention to detail, and multitasking ability are essential for success in this

Qualifications

• CFP designation or in process.
• Bachelor's degree in accounting, finance or equivalent.
• Excellent written communication skills.
• Detail oriented.
• Able to manage and prioritize many time-sensitive tasks simultaneously.
• Team player.

Responsibilities

• Generate client account reports and documents for service meetings.
• Write comprehensive financial plans with recommendations and creative solutions.
• Analyze client investment portfolios.
• Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations.
• Manage and distribute incoming client information.
• Complete trades and new business submissions.
• Monitor transactions and new business for completion and accuracy.
• Complete Contact Manager notes and/or follow-up correspondence.

Skills

Excellent written communication

Detail oriented

Time management

Team player

Education

CFP designation, or in process

Bachelor's degree in accounting, finance or equivalent

Job description

Wealth Planning Associate (Remote Options)National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.

This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.

Responsibilities:

• Generate client account reports and documents for service meetings
• Write comprehensive financial plans with recommendations and creative solutions
• Analyze client investment portfolios
• Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
• Manage and distribute incoming client information
• Complete trades and new business submissions
• Monitor transactions and new business for completion and accuracy
• Complete Contact Manager notes and/or follow-up correspondence

Qualifications:

• CFP designation, or in process
• Bachelors degree in accounting, finance or equivalent
• Excellent written communication skills
• Detail oriented
• Able to manage and prioritize many time-sensitive tasks simultaneously
• Team player

Originally posted on Himalayas