Financial Planning Advisor - Taylor Family Office
Financial Planning Advisor - Taylor Family Office
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Salary Not Disclosed
1 Vacancy
Job Description
Overview
A St. Louis-based single-family office the Taylor Family Office (TFO) seeks a Financial Planning Advisor to join our team. The Taylor Family Office supports the Taylor/Kindle Family owners of Enterprise Mobility. The principal responsibilities of this position are to support the familys overall financial planning and implementation including investment monitoring cash ow planning financial reporting and other wealth planning strategies. In addition this position will work closely with the offices nancial professionals to ensure cohesive communication and strategy implementation all while contributing to a positive team dynamic. We seek an individual who is organized detail-oriented able to multi-task a complex problem-solver and has an analytical mindset. Alignment with the familys values of respect fairness and integrity are required as is absolute discretion.
The TFO through Enterprise Mobility offers an excellent package with market-competitive pay comprehensive healthcare packages 401k matching & profit sharing schedule flexibility and paid time off.
Compensation decisions will be made based on factors that include but are not limited to experience education location and skill level
Company Overview
Enterprise Mobility is a leading provider of mobility solutions owning and operating the Enterprise Rent-A-CarNational Car RentalandAlamo Rent A Carbrands through its integrated global network ofindependent regional subsidiaries. Enterprise Mobility and its affiliates offer extensive car rental carsharing truck rental fleet management retail car sales as well as travel management and other transportation services to make travel easier and more convenient for customers.
Privately held by the Taylor family of St. Louis Enterprise Mobility together with its affiliate Enterprise Fleet Management manages a diverse fleet of 2.3 million vehicles and accounted for nearly $35 billion in revenue through a network of more than 10000 fully-staffed neighborhood and airport rental locations in more than 90 countries and territories.
Responsibilities
Financial Planning & Reporting
- Conduct analysis of financial situations including tax implications investment strategies estate planning & cash flow planning.
- Prepare monthly quarterly and annual financial statements for individual family members business entities foundations and the family office.
- Prepare quarterly summary of charitable giving by family members and foundations
Cash Flow Planning and Management
- Create monthly cash flow forecasting reports for all designated entities.
- Maintain adequate cash levels for all accounts as directed.
- Securely process money movement requests by check ACH or wire.
Investment Management
- Monitor the performance of fund administrators and other vendors ensuring adherence to Investment Policy Statement.
- Prepare quarterly and annual reports including aggregated overview of assets providers fees concentrations risk exposure etc.
- Work with Accounting Operations Specialist to ensure data integrity of Investment Management System.
Equal Opportunity Employer/Disability/Veterans
Qualifications
Minimum:
- Bachelors Degree with an emphasis in investment management financial planning or similar wealth management field of study
- 5 years of financial planning experience preferably in a Registered Investment Advisor (RIA) Multi-family office or Wealth Management Firm
- Profiency in Microsoft Office suite of tools
- Excellent analytical and quantiative skills
- Excellent communication and interpersonal skills with the ability to convey complex financial concepts in an understandable manner
- Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future
Preferred:
- Certified Financial Planner (CFP)
- Experience in a family office RIA or small business setting
Required Experience:
Unclear Seniority
Employment Type
Full-Time
