Financial Planning and Advisor Support Specialist
Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans?
Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client’s financial plans and other analysis documents, we would like to talk to you! Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our in-office team.
We have the tools and resources to help you build a great future while sharing your expertise!
This position requires that you possess the following skills :
- High level of communication and follow-through skills
- Strong organizational skills
- Motivated and driven by reaching goals and growth
- Financial Industry knowledge / experience preferred
- Experience with MS Office and Salesforce preferred
- Ability to meet deadlines and attention to detail
- 4 Year college degree in business or finance
Responsibilities / Tasks :
- Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings.
- Prepare documents for upcoming review appointments with existing clients.
- Manage Salesforce data & ensure records are kept.
- Produce additional analysis reports for advisors as requested.
- Maintain accurate filing records to satisfy federal regulator requirements.
- Support the client service department with any additional tasks.
Financial Planning and Advisor Support Specialist
Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client’s financial plans and othe...
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