Published: September 20, 2017
Location
Job Type

Description

Responsibilities

  • Participates in client meetings; first interview, confidential fact-finding, financial action plan solution, implementation and review meetings
  • Prepares and/or reviews financial action plans; identifies and incorporates value-added analysis such as retirement sufficiency, education funding, estate planning; identifies and incorporates planning opportunities and investment solutions such as rebalancing, cash needs, and Roth IRA conversions
  • Works with the Partner to facilitate services for clients including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate and philanthropic strategies
  • Provides expertise in issues faced by closely-held businesses, including executive compensation arrangements, business succession planning, tax services and managing employee retirement plans (including pensions, 401(k)s, 403(b)s, profit-sharing plans and non-qualified plans)
  • Commits to ongoing education to remain an authority in investment matters; completes continuing education requirements to maintain licenses
  • Builds deep, lasting relationships with clients

 

Qualifications

  • Bachelor’s degree
  • In addition to the state registration requirements one must possess a JD, CPA, CFP®, CFA® or MBA from an accredited institution
  • Must have CFP® or CFA® within three years of being hired
  • Four years or more of relevant experience
  • Proficient in Microsoft Office applications
  • Strong analytical skills
  • Ability to interact well with clients and all employees
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