Responsibilities:

• Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients
• Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process.
• Primary point of contact for custodians around all operational and tactical service matters
• Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
• Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed
• Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM
• Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members.
• Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility
• Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
• Prepare detailed reconciliations of historical cash flows per entity and ten-year forward looking projections
• Work with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client’s situation
• Manages tax coordination and execution for clients’ personal and trust accounts.
• Prepare and process all documentation related to client onboarding, implementation, and ongoing maintenance  
• Attends client meetings and calls on a consistent basis, comfortable running ad hoc calls with clients
• Prepares standard deliverables related to the delivery of wealth management advice; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans

Your Experience:

• 2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts
• Undergraduate degree required
• Series 65 or equivalent required within first 120 days of employment
• Interest in pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential in the future
• Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows, PowerPoint) required; expected to learn other position-related systems on the job
• Organizational - handle multiple client relationships with contending priorities and coordinate team member resources most effectively
• Delegation - increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion
• Presentation - present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots 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

Compensation:

• Pay: $66,000 - $95,000 per year


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.