Wealth Planning Operations Associate

The SKG Team at Barnum Financial Group; Village of Elmsford (NY); On-site; USD 55,000 - 74,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

The SKG Team at Barnum Financial Group in Elmsford, NY is seeking a detail-oriented wealth management professional to support client preparation, data analysis, and planning reports. This role offers exposure to retirement planning concepts and coordinated client service.

Candidates should be organized, able to multi-task under deadlines, and comfortable with a team-driven environment. Bachelor's degree preferred; associate degree required; strong Office skills and experience with Morningstar,

Qualifications

• Bachelor’s degree preferred; associate degree required.
• Experience in Microsoft Office required (Excel/Word/Outlook).
• Proficiency with Morningstar, eMoney, and Salesforce preferred.

Responsibilities

• Assist in preparing client facing materials.
• Review investment, insurance, and financial planning documents.
• Conduct data analysis and organize financial information.
• Prepare written retirement planning reports (Cash flow, asset allocation, retirement readiness and asset allocation).
• Develop professional presentations to communicate planning recommendations.
• Coordinate with advisors and client relationship coordinators to confirm client data.

Skills

Energetic

Organized

Process driven

Detail oriented

Efficient

Team player

Multi-tasking

Deadline-driven

Education

Bachelor’s degree

Associate degree

Tools

Morningstar

eMoney

Salesforce

Job description

The SKG Team at Barnum Financial Group in Elmsford, NY is seeking a detail-oriented wealth management professional to support client preparation, data analysis, and planning reports. This role offers exposure to retirement planning concepts and coordinated client service.

Candidates should be organized, able to multi-task under deadlines, and comfortable with a team-driven environment. Bachelor's degree preferred; associate degree required; strong Office skills and experience with Morningstar,