A well-established and highly regarded investment firm located South of Boston seeks a Financial Planning Advisor.
This important role will serve as the primary contact with clients concerning comprehensive personal financial planning.
The ideal candidate should be well versed with delivering wealth management strategies to the high net worth market segment.ResponsibilitiesServe as financial planner and work closely with team members, including the Managing Partner, to deliver high-quality client service at all timesWork with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information neededDevelop a financial plan using eMoney, the firm's financial planning softwareWork collaboratively with accountants, attorneys, and other professionalsWork directly with clients over the phone, via email, and in person at regular review meetingsContinue to develop and innovate the financial planning service modelManage client relationships, providing the highest level of service and supportReview and implement investment strategies based on guidance from the firm's Investment CommitteeAdvise on clients' employee retirement plans and education savings accountsUpdate and maintain clients' information on Salesforce, the firm's CRM platformFollow all compliance procedures as outlined in the Compliance Manual and Employee HandbookWork with team members on various firm initiativesSkillsExtremely detail-oriented and possess a high sense of urgencyStrong time management and organizational skillsDedicated team player with strong follow up, communication, and presentation skillsStrong analytical skillsExcellent verbal and writing skillsAbility to multi-task and problem-solveDemonstrate character, competence, and compassion with clients and employeesSelf-motivated and proactiveStrong desire to continue to build on existing knowledge of investments and financial planningEducation, Training & ExperienceBachelor's degree in accounting, finance, economics, or related field requiredCERTIFIED FINANCIAL PLANNER or working towards the designation requiredExperience working with financial planning software desiredFive to twenty years of relevant industry experience required (preferably in a fee-only or fee-based environment)Our Client offers a very competitive salary, excellent benefits and annual incentive upside.
For additional information about this position, please contact Diane McGwin, Managing Principal, Newfound Associates at ****** or by telephone at 508-643-4170.
Looking forward to hearing from you about this premiere opportunity!
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