Wealth Planning Associate (Remote) - CFP Path

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

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