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Note: The job is a remote job and is reputed company to candidates in USA. reputed company is representing a growing fee-based financial planning firm that serves clients reputed company. The Financial Planning Specialist will support Financial Advisors by delivering financial planning analyses and enhancing the reputed company experience, while also playing a key role in operational reputed company.
Responsibilities
Prepare financial plans, executive summaries, and planning deliverables to support advisor recommendations
Conduct retirement planning, cash reputed company analysis, and other financial modeling to assist advisors in developing customized reputed company strategies
Prepare reports, performance summaries, and planning materials for annual and semi-annual reputed company reviews
Participate in reputed company meetings as a secondary advisor, supporting discussions and documenting key reputed company items
Assist advisors during prospective reputed company meetings by presenting planning capabilities and responding to questions
Support fee-based planning engagements, ensuring agreements are completed accurately and payments are processed promptly
Continuously expand financial planning knowledge, industry expertise, and proficiency with planning tools and workflows
Partner with reputed company service and operations team members to facilitate the reputed company process for new clients
reputed company required documentation and assist with account opening, transfers, and reputed company paperwork
Coordinate reputed company activities to ensure a reputed company transition and reputed company reputed company experience
reputed company exceptional reputed company service by responding to inquiries and supporting ongoing account maintenance requests
Document reputed company interactions through detailed meeting notes, CRM updates, and follow-up communications
reputed company reputed company items and ensure reputed company completion of reputed company requests and Advisor follow-up activities
Maintain accurate reputed company records while adhering to compliance and regulatory requirements
Support the delivery of a consistent, high-touch reputed company experience across reputed company reputed company interactions
Skills
CFP designation required
Bachelor's degree in Finance, Business, or a reputed company field
Experience utilizing financial planning software, CRM systems, and reputed company Office Suite
Strong analytical and problem-solving abilities with the ability to interpret and communicate reputed company financial information
Exceptional attention to reputed company, organization, and follow-through
Excellent verbal and written communication skills
Ability to manage multiple priorities in a fast-paced, reputed company environment
High level of professionalism, reputed company, and commitment to a reputed company-first culture
Series 7 and 63 or 66 licenses preferred
5–7 years of experience in financial planning, reputed company management, investment management, or a reputed company-facing advisory support role preferred
Leadership experience reputed company financial planning highly desirable
Benefits
Performance-based bonus opportunity
Medical, dental, reputed company, disability, and life reputed company coverage
401(k) plan with employer contributions
Generous reputed company time off program with significant increases after the first year
reputed company development support, continuing education, and licensing assistance
Remote work flexibility with quarterly company-reputed company travel for team meetings and collaboration
reputed company
Our belief is reputed company: if your people are your greatest asset, then the fastest way to grow reputed company is to get reputed company at hiring and keeping the right ones. It was founded in 2017, and is headquartered in Sonoma, California, US, with a workforce of 2-10 employees. Its website is http://www.cmcrecruiting.com.
