Willow Grove, Pennsylvania
Remote Office/ Virtual Financial Planner Job Opening in Willow Grove, Pennsylvania - What we are offering:
With 20+ years of experience, we have a proven track record of success for our clients and our team. As a truly independent firm, we place our client?s best interests above our own, and are free to recommend the best products, solutions and outside expertise available. We work with successful families to help empower them by developing a clear road map together. Our goal is to build our clients? confidence and success, as well as support their lifestyle and facilitate the achievement of their goals and dreams.
We are seeking a Financial Planning Associate to join our collaborative team in Philadelphia and enhance the delivery of the firm?s wealth advisory service offerings. If you have experience in wealth management, have a passion for designing systems, and are looking for a bridge to your next level, we want to talk with you.
What you will get to do:
Collaborate with the Senior Investment Consultant and operations team by researching client issues, multi-disciplinary financial analysis, developing initial recommendations, and assisting with trading
Work on advanced financial plans for affluent and High Net Worth (HNW) clients and developing actionable planning recommendations
Develop IPS?s and financial planning projections utilizing Microsoft Excel, Mind Mapping, and Financial planning software
Design cash flow/ retirement analyses including ?What If? alternative scenarios from data provided by clients
Review client portfolios and develop recommendations to promote client family objectives in life with the investment team
Meet with clients via Zoom or GoToMeeting to assist the investment team in presenting financial planning recommendations
What we seek in a candidate:
Bachelor?s degree from an accredited institution; major in Financial Planning, Accounting, Finance, or General Business preferred.
Minimum of 3-10 years of experience in Financial Planning applications
Proficiency in all Microsoft applications (Office) and able to learn company specific software; i.e. Junxure, Orion Advisor, Morningstar Office, Advent Axys
Experience with MoneyGuidePro, eMoney, Naviplan, or comparable financial planning software.
Strong technical knowledge of issues relating to financial planning including: investments, debt management, retirement planning, employee benefits, and stock options
Knowledge of tax and estate planning concepts and wealth transfer techniques
Familiarity with RIA custodians such as Schwab, TD Ameritrade, and National Advisors Trust Company
High energy, warm, and confident style when dealing with clients and co-workers and genuine desire to help people
Superbly organized and seeks to create structure, processes, and procedures
Collaborative, coachable, low-ego team player
Excellent verbal and written communication skills
If you would like the opportunity to join our actively growing firm and help us delight our clients, we would like to hear from you. We welcome your resume and a cover letter detailing your strengths and vision of how you can complement our team.
Job Type: Contract
Required education:
Bachelor's
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