财务规划师助理
Financial Planner's Associate
这是一个远程职位。
一家快速发展的多领域财务规划公司正在寻找一位有经验的财务规划助理，与现有的财务规划师和客户合作，协调我们税务、信托、实体、投资组合和保险团队之间的服务。这是一家节奏快且技能要求高的公司，为高净值个人提供真正的全面受托人规划服务。您将在我们的主要项目eMoney中工作，并与我们的财务规划师一起维护客户关系。如果您希望将您的职业生涯和帮助他人的能力提升到一个新的高度，并愿意努力学习所有领域的知识，那么我们可能就是适合您的公司！
要求
- 有使用eMoney、Navi-Plan、MoneyGuide Pro或类似高净值规划工具的经验（优先）
- 至少两年财务规划师助理/副职的工作经验
- 能够在团队中保持高能量工作，同时仍能提供优质的客户体验
- 有处理行政事务的经验，如完成和处理托管文件、CRT分配、罗斯转换、RMD等
- 能够熟练安排会议，并管理多位财务规划师的日程安排
- 有直接与客户沟通的经验，能够及时回复邮件和电话咨询
- 细致认真，愿意主动承担责任
- 能够适应技术驱动的工作环境；办公室几乎不处理纸质文件，全部数字化
- 必须拥有手机以安装我们的IP软电话
- 必须能够证明有高速网络用于与团队和客户的视频通话，因为部分工作可能是虚拟进行的
- 无犯罪记录
- 近10年内无破产记录
福利
福利：带匹配的401k计划、医疗报销计划、教育报销计划，随着薪资增长帮助您成长、提供技术包、具有竞争力的年假和带薪假期、具有竞争力的基本薪资、如需可在行业内获得晋升机会
最初发布于喜马拉雅山
查看英文原文
This is a remote position.
A Fast-growing, multi-disciplined financial planning firm seeks an experienced Financial Planner Associate to work with existing Financial Planners and clients to coordinate services between our tax, trust, entity, portfolio and insurance teams. This is a fast paced and highly skilled firm that works with high net worth individuals in a true comprehensive fiduciary planning capacity. You will be working within our main program, eMoney, and working with our Financial Planner to maintain our client relationships. If you want to take your career and ability to help people to the next level and are willing to put in the work to become knowledgeable in all disciplines, we might be the firm for you!
Requirements
Requirements
- Past experience with either eMoney, Navi-Plan, MoneyGuide Pro, or similar high net worth planning tools. (preferred)
- At least two years in a prior Financial Planners Assistant/Associate role
- Ability to work at a high energy level within a team while still delivering a quality client experience.
- Experience and comfortable with administrative duties such as Completing and Processing custodial paperwork, CRT Distributions, Roth Conversions, RMD's, etc
- Must be comfortable with scheduling appointments and handling the coordination of the calendar for multiple Financial Planners
- Experience in working directly with clients and responding to email and phone inquiries promptly.
- Must be detail-oriented and willing to take initiative
- Must be comfortable with technology as we are a very tech-driven firm; there is very little paper handled in the office as all is digital
- Must have a cell phone to install our IP Soft Phone
- Must be able to prove high-speed internet for usage with video calls with team and clients as some work may be virtual
- No criminal background
- No bankruptcy in the last 10 years
Benefits
Benefits:401k with Match
Health Care Reimbursement Program Educational Reimbursement with pay raises to help you grow Technology package delivered to you Competitive Vacation and PTO package Competitive Base pay Opportunity for advancement in the industry if desired
Originally posted on Himalayas