Success Factors

Responsibilities

• Gain exposure to a variety of clients, financial planning strategies, and wealth advisory solutions.
• Support the development and updating of financial plans by gathering, organizing, and analyzing client financial information.
• Assist with modeling financial planning scenarios based on client goals, needs, priorities, and risk profiles.
• Help prepare client meeting materials, financial planning analyses, presentations, and follow up items.
• Support Wealth Advisors in monitoring financial plans and coordinating implementation activities.
• Conduct research on financial planning topics and other issues relevant to clients’ circumstances and goals.
• Collaborate with Investment Analysts and Wealth Advisors on portfolio related assignments and special projects.
• Work with team leadership to identify opportunities to improve the client experience, advisory processes, and operating efficiencies.
• Build relationships with peers and team members at all levels of the organization.
• Participate in team building exercises, community outreach activities, and continuous learning and leadership development workshops.

People Management/Relationships

• Take initiative to be a team player (seeks out opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust with the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Required Skills

• Excellent organization skills and strong attention to detail
• Multi-tasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

• Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Management and/or related field
• Minimum GPA of 3.0
• Desire to pursue a career within wealth management
• Excellent communication and analytical skills required
• Strong technical skills with the ability to problem-solve in a fast-paced environment

Essential Functions

• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range: