Wealth Planning Associate: Client Planning & Analysis

Artistry Wealth Management; Town of Florida (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k with match

Disability insurance

License reimbursement

Job summary

Artistry Wealth Management is seeking a Financial Planning Associate to provide integrated planning and operations support to the advisory practice. The role emphasizes organization, clear communication, and teamwork to help our clients achieve their financial goals.

Responsibilities include case preparation, data gathering, creating proposals and investment statements, and coordinating client meetings with Advisors.

Qualifications

• 2+ years of experience in financial planning or investment management.
• Series 6 and/or 7, 63 licenses.
• Experience with EnvestNet, NetX360, Pershing and/or CRM software is a plus.

Responsibilities

• Prepare client plans aligned to the firm's planning philosophy and best practices.
• Gather data to update existing plans or create new plans for potential clients.
• Analyze client goals, current situation, and portfolios with Advisors to develop recommendations.
• Create Proposals and Investment Policy Statements for supported advisory programs.
• Prepare materials for client reviews and meetings; compile reports and illustrations.

Skills

Financial planning

Investment management

Data gathering

Communication

Team collaboration

CRM software

Education

Series 6/7/63 licenses

Tools

EnvestNet

NetX360

Pershing

CRM software

Job description

Artistry Wealth Management is seeking a Financial Planning Associate to provide integrated planning and operations support to the advisory practice. The role emphasizes organization, clear communication, and teamwork to help our clients achieve their financial goals.

Responsibilities include case preparation, data gathering, creating proposals and investment statements, and coordinating client meetings with Advisors.