Job Description

FINANCIAL PLANNING ANALYST

Telos Wealth Advisors | Charlotte, NC

PHONE: 704-368-7913 | FAX: 843-913-8430 | WEB: www.TelosWealthAdvisors.com

POSITION DESCRIPTION

The preferred candidate for the Financial Planning Analyst position is a self-starting & analytical individual, that has the ability to manage multiple projects at once. They must be confident, decisive, and able to communicate & engage with clients & team members in a professional way. The ultimate success in the role will be based on their ability to develop an understanding of high-level wealth management, investment, insurance, estate, tax & business strategies, & on their ability to integrate into the workflows of the team. The position requires a basic understanding of finance & investing.

CORE RESPONSIBILITIES

· Post-meeting workflow & momentum management

· Support completion of meeting prep

· Investment, insurance & strategy analytics

· Problem solving & service proposals

· Second seat on a subset of client relationships

· Planning department special projects

· Most importantly – to exhibit our core values daily & to HAVE FUN along the way!!

QUALIFICATIONS

· Finance, investment, accounting, or other business-related bachelor’s degree

· CFP preferred. Willingness to obtain this designation is required

· Experience in client service & relationship management preferred

COMPETENCIES

· Ability to communicate clearly & a willingness to develop client relationships

· Strong attention to detail, highly organized & good follow through to completion

· Successful in a fast-paced, small business environment

· Believer in continuous improvement while being process-oriented in approach

· Excellent time management skills with an ability to adapt in light of changing priorities

· Demonstrated ability to work professionally both in a team & with all types of people

· Sets and models high performance standards

· Can engage in requisite regulatory compliance & maintain a high degree of confidentiality

· Takes independent action through sound decision-making skills

· Preferred familiarity with

• Investment technology - Schwab, Pershing, Fidelity, etc.
• Insurance technology - Mass Mutual, Guardian, iPipeline, etc.
• Practice Management technology - Microsoft Office, SalesForce, Orion, eMoney, etc.

WE GIVE OUR CLIENTS BACK THEIR TIME, ENERGY & FOCUS SO THAT THEY CAN PUT IT TOWARDS WHAT MATTERS MOST.

Company Description

Telos is a purpose-driven firm that uses focus and intention to generate results. We simplify the details and complexities of wealth planning and act as problem-solvers who coach clients toward their full potential.