Sr. Associate Financial Planner #ESF2021
Sr. Associate Financial Planner #ESF2021
Posted on :
13-06-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Yearly Salary
$ 75000 - 83000
Vacancy
1 Vacancy
Posted on :
13-06-2025
Job Description
What you will be doing:
- Assist Financial Planner in preparing for and conducting client meetings regularly monitoring clients’ financial situations with attention to detail and accuracy.
- Involvement in all aspects of pre-client meeting activities including data gathering preparation of meeting agendas client paperwork Investment Policy Statements and asset allocation.
- Post-client meeting tasks including performing financial situation analysis and coordinating planning implementation with outside professionals if necessary.
- Assist in trading and rebalancing of client investment accounts (including one-off trades raising cash bi-weekly rebalances and tax loss harvesting).
- Deliver financial planning advice for high-net-worth clientele.
- Develop and manage ongoing client relationships independently.
- Portfolio maintenance and management in conjunction with the Lead Financial Planner.
- Support role on the Investment Committee adding accounts to models trading rebalancing and tax loss harvesting using proprietary software.
- Conduct ongoing fund research under the guidance of the Chief Investment Officer for updates to models and fund swaps.
- Coordinate portfolio reviews under the guidance of the Investment Committee building agendas and helping facilitate dialogue.
Experience you will need:
- Required FINRA registration including Series 7 and 66 (or FINRA recognized equivalents).
- B.A. or B.S. degree.
- CFP® or other industry designations/credentials.
- Self-starter organized with strong attention to detail.
- Strong financial and analytical skills.
- Able to work independently and keep the Planner aware of progress and hurdles.
#INDEH123
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
