Hire Element LLC.
This position will support the customer team and client-facing professionals. The position is centered around the delivery of financial planning advice and analysis.
Responsibilities Organize and assess personal financial information and documents Work with the Wealth Planner and team to Identify financial scenarios and alternatives Work with the Family Office teams in preparing Comprehensive Wealth Plans Use sophisticated financial models and other various software tools in the areas of: Income, Estate, and Gift tax planning Risk management (entity and insurance planning) Debt management Estate and charitable planning Business succession planning Retirement planning
Qualifications Bachelors Degree in finance or related field 1-3 years of sophisticated wealth planning experience CFP designation or desire to pursue designation Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is a plus Skills Qualified candidates will be self-starters, demonstrating the ability to complete assigned tasks efficiently and promptly Proficiency in Microsoft Outlook, Word, Excel and Powerpoint
Responsibilities Organize and assess personal financial information and documents Work with the Wealth Planner and team to Identify financial scenarios and alternatives Work with the Family Office teams in preparing Comprehensive Wealth Plans Use sophisticated financial models and other various software tools in the areas of: Income, Estate, and Gift tax planning Risk management (entity and insurance planning) Debt management Estate and charitable planning Business succession planning Retirement planning
Qualifications Bachelors Degree in finance or related field 1-3 years of sophisticated wealth planning experience CFP designation or desire to pursue designation Experience with Moneyguide Pro, eMoney, WealthTec, Naviplan or comparable planning programs is a plus Skills Qualified candidates will be self-starters, demonstrating the ability to complete assigned tasks efficiently and promptly Proficiency in Microsoft Outlook, Word, Excel and Powerpoint