Your Role:

• Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough
• Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas 
• Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies
• Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
• Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
• Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts 
• Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client’s situation
• Seeks out leadership roles in the team and firm projects/assignments
• Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support
• Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically
• Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation
• Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA)
• Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client’s situation
• Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately
• Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM
• Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.

Your Experience:

• 4 + years of experience in financial planning, wealth management or a related industry preferred
• Undergraduate degree required
• CERTIFIED FINANCIAL PLANNER™ (CFP®) credential required
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
• Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
• This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Skills & Attributes

• Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
• Exceptional communication skills, both written and verbal, with clients and co-workers
• Exceptional interpersonal skills and demonstrated teamwork mentality
• Must be able to project a capable and trustworthy image
• Must be a self-starter and proactively manage workload, communications, and ownership of tasks
• Commitment to excellence and high standards
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• A high degree of personal integrity, maturity, and acute attention to detail
• Strong analytical and problem-solving skills