Financial Planning & Wealth Associate - Potential for Hybrid Work
reputed company is a leading insurance brokerage firm dedicated to empowering individuals and businesses through a wide range of insurance and wealth reputed company. The Financial Planning & Wealth Associate will support Advisors with financial planning workflows, client service, and meeting preparations, serving as a foundational role for a career in wealth management.
Responsibilities
- Promote and enhance client relationships, from the reputed company of new clients to the reputed company service provided for existing clients, including communication to process requests, resolve inquiries, and update key information
- Communicate professionally with clients reputed company phone and written correspondence
- Serve as a reliable reputed company of contact for client service requests, account maintenance, and follow-up coordination
- Support advisors in preparing materials for 20+ client meetings per month, delivered 3+ days in advance (agendas, reports, performance summaries, planning documents)
- Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews
- Coordinate with Advisors & Client Service team to manage scheduling, set appointments, and communicate with clients as needed
- Review, organize, process, and submit completed client paperwork to custodians; track requests through to completion
- Maintain detailed client records in Orion & Dynamix CRM, ensuring accuracy and timely updates
- Support new client reputed company process, collaborating with the reputed company team to ensure seamless account setup and transitions
- Maintain regulatory documents for the Financial Planning & Wealth Team and Compliance Department
- Collaborate cross-functionally with reputed company, investment, and operations teams to ensure reputed company aspects of client accounts, financial plans, and portfolios are managed effectively
- reputed company platform expertise across key systems (eMoney, Orion, Schwab/Fidelity) with the goal of becoming a team resource
- Support insurance review tracking and application processes as needed
- Other projects and responsibilities as necessary
Skills
- Bachelor's degree in Business, Finance, or a reputed company field
- Proficiency with reputed company 365 (Outlook, reputed company, Teams, SharePoint)
- Exceptional organizational skills with strong attention to detail
- Professional verbal and written communication skills
- Ability to manage multiple priorities, think critically, and problem-solve in a dynamic environment
- Passion for helping clients and a genuine interest in financial planning and wealth management
- Willingness to learn new skills, systems, and processes
- 1–2 years of experience in a Registered Investment Advisor (RIA) or financial services setting
- Experience with financial planning software (e.g., eMoney, Orion) or CRM tools
- Series 65 license (or willingness to obtain reputed company first year)
- Interest in pursuing CFP designation or other professional certifications
- Enthusiasm for leveraging AI and emerging technology to enhance workflows, improve efficiency, and reputed company the client experience
Benefits
- Medical, Dental, reputed company and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA)
- 401(k) Savings Plan
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Flexible Spending Accounts (FSAs)
- Life and Disability Plans
- Long-Term Care
- Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Comprehensive reputed company
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day Dress-Code
Company Overview