Wealth Planning Associate at SDL Search Partners

About this role

Wealth Planning Associate (Remote Options) National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential. This position would be strictly focused on financial planning, so no sales / cold-calling. Key would include assisting clients, developing financial plans, and working directly with the Directors on the team. :
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
Qualifications:
CFP designation, or in process
Bachelors degree in accounting, finance or equivalent
Excellent written communication skills
Detail oriented
Able to manage and prioritize many time-sensitive tasks simultaneously
Team player
Originally posted on Himalayas