Wealth Planning Associate: Client Experience & Ops

Windward Recruiting; North Carolina; On-site; USD 70,000 - 90,000; Full time

Job summary

A privately-owned wealth management firm is seeking a dedicated Financial Planner to ensure smooth operations, assist with financial planning, and deliver exceptional client experiences. The ideal candidate has a Bachelor's degree in a related field, 3-7 years of experience in financial services, and strong organizational skills. This role includes preparing financial analyses, managing client information, and aiding in compliance requirements.

Qualifications

• 3-7 years of experience in financial services, preferably within wealth management or custodial roles.
• CFP or in the process of obtaining.
• Demonstrated ability to work independently while maintaining high-quality results.

Responsibilities

• Prepare financial planning analyses to support advisors in client meetings.
• Reconcile daily price and transaction downloads to ensure accuracy.
• Manage and update client information in the CRM database.
• Assist with quarterly client reporting and ensure compliance with regulatory requirements.

Skills

Organizational skills

Attention to detail

Proficiency in Microsoft Office

Ability to learn new software

Positive attitude

Education

Bachelor’s degree in Financial Planning, Finance, Economics, Accounting

Tools

EMoney software

CRM systems

Job description

A privately-owned wealth management firm is seeking a dedicated Financial Planner to ensure smooth operations, assist with financial planning, and deliver exceptional client experiences. The ideal candidate has a Bachelor's degree in a related field, 3-7 years of experience in financial services, and strong organizational skills. This role includes preparing financial analyses, managing client information, and aiding in compliance requirements.