Advisor Employee Services
Overview
Financial Planner - RIA Firm
role at
Advisor Employee Services . Base pay range:
$70,000.00/yr - $100,000.00/yr . Responsibilities
Lead a team that supports financial advisors with the creation of customized comprehensive financial plans, annual updates, and client-requested financial analysis. Perform planning across income, tax, investments, insurance, and estate/giving areas. Analyze financial statements, evaluate risk management, benefits, insurance, philanthropic planning, investments, tax, retirement income, and trust/estate planning. Assist in creating plans and proposals for potential clients, review plans, and make recommendations for client reviews. Identify opportunities and new planning strategies; support the lead advisor in complex planning meetings to present concepts and analyses to clients. Minimum Qualifications
Bachelor’s degree (Business, Finance, Economics, or related major preferred) 3+ years of financial services experience with emphasis on client services Series 65 and/or 7 Licensed CFP, CPWA or other industry advanced certification Superior organizational, prioritization, interpersonal & management skills Strong mathematical and analytical skills Excellent verbal and written communication skills Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint) Experience with Redtail/CRM preferred, but not required Additional Responsibilities
Participate in research and response to general to complex technical planning inquiries from advisors, team members, and clients Provide regular education sessions with Wealth Advisors to equip them with tools and information for clients Support the team with the creation and maintenance of advisor and client resources and collaterals Contribute to meeting individual and team goals Key Traits
Strong initiative Positive attitude Caring and passionate about helping others Superior interpersonal, organizational, and client service skills Ability to maintain confidentiality and interface with all levels of personnel Compensation and Benefits
Compensation includes a competitive salary with benefits (insurance, 401k) and covered advisor fees (state registration fees, technology, E&O). The base salary range is
$70,000 - $100,000 , with potential bonuses based on team and company goals. Contact
Please contact Allison Shaw at
(803) 782-0671
or
Allison@CapitalCityFP.com
for more information. Employer and Application Notes
Presented by Advisor Employee Services. We represent top financial advisory hiring needs. If you feel you have the required skills, please apply today. Additional Information
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
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Financial Planner - RIA Firm
role at
Advisor Employee Services . Base pay range:
$70,000.00/yr - $100,000.00/yr . Responsibilities
Lead a team that supports financial advisors with the creation of customized comprehensive financial plans, annual updates, and client-requested financial analysis. Perform planning across income, tax, investments, insurance, and estate/giving areas. Analyze financial statements, evaluate risk management, benefits, insurance, philanthropic planning, investments, tax, retirement income, and trust/estate planning. Assist in creating plans and proposals for potential clients, review plans, and make recommendations for client reviews. Identify opportunities and new planning strategies; support the lead advisor in complex planning meetings to present concepts and analyses to clients. Minimum Qualifications
Bachelor’s degree (Business, Finance, Economics, or related major preferred) 3+ years of financial services experience with emphasis on client services Series 65 and/or 7 Licensed CFP, CPWA or other industry advanced certification Superior organizational, prioritization, interpersonal & management skills Strong mathematical and analytical skills Excellent verbal and written communication skills Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint) Experience with Redtail/CRM preferred, but not required Additional Responsibilities
Participate in research and response to general to complex technical planning inquiries from advisors, team members, and clients Provide regular education sessions with Wealth Advisors to equip them with tools and information for clients Support the team with the creation and maintenance of advisor and client resources and collaterals Contribute to meeting individual and team goals Key Traits
Strong initiative Positive attitude Caring and passionate about helping others Superior interpersonal, organizational, and client service skills Ability to maintain confidentiality and interface with all levels of personnel Compensation and Benefits
Compensation includes a competitive salary with benefits (insurance, 401k) and covered advisor fees (state registration fees, technology, E&O). The base salary range is
$70,000 - $100,000 , with potential bonuses based on team and company goals. Contact
Please contact Allison Shaw at
(803) 782-0671
or
Allison@CapitalCityFP.com
for more information. Employer and Application Notes
Presented by Advisor Employee Services. We represent top financial advisory hiring needs. If you feel you have the required skills, please apply today. Additional Information
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
#J-18808-Ljbffr