Financial Planning & Service Associate - Potential for Hybrid Work
Core
Assist Investment Advisors in creating and maintaining financial plans, processing client requests, and managing client data for retirement and private wealth clients.
Role type
Associate Financial Planning & Service Specialist
Builds
Client financial plans, processed requests, and maintained client records
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial planning data entry, CRM management, client communication, paperwork processing, scheduling coordination, regulatory document maintenance, Microsoft Suite proficiency
Preferred skills
Goals-based planning software experience, client relationship management software experience
Responsibilities
Promote and enhance client relationships from onboarding to ongoing service, input financial planning data based on advisor notes, review and submit client paperwork to custodians, input client notes into Redtail CRM, coordinate scheduling with Investment Advisors, maintain regulatory documents for the team and compliance department
Seniority
Associate, entry-level to mid-level IC