Job Description

Job Description

In this fast paced, detail oriented, behind the scenes position, successful candidates will work directly with Private Wealth Managers at the firm to help manage workflow, collaborate in a team-based setting to assist in the design of financial plans and create financial plan review documents using eMoney financial planning software. This position comes with comprehensive training and opportunities for advancement within back-office advisor support roles.

Duties:

• Assist Private Wealth Managers in preparing, creating, and enhancing client financial plans for client review meetings while utilizing eMoney financial planning software.
• Using critical and analytical thinking and problem-solving skills to assist advisors, managers and clients in many areas of day-to-day planning.
• Accurately prepare plan documents, proposals, account opening documents, and review materials needed for effective client appointments.
• Using the CRM database and Microsoft Excel to track client review schedules, follow-up tasks and overall workflow management.

Qualifications:

• Degree or certification in the following fields preferred but not required Finance, Insurance, Business Administration, Communications.
• Previous experience in the Financial Services industry, specifically in financial planning, is preferred but not required.
• Experience using eMoney financial planning software is preferred but not required.

Compensation & Benefits:

• Competitive salary – (Annual Salary Range: $42,000 - $50,000 based on experience)
• Paid time off
• Employer matched retirement plan
• Group Health and Life insurance

Career Advancement Opportunities:

• Case Designer- Level 1
• Case Designer- Level 2
• Lead Case Designer
• Chief Case Designer