Wealth Planner (26Q3-053)

Company : Priano Solutions

Job Description - Wealth Planner (26Q3-053)

Our Client is looking for a Wealth Planner to execute their financial planning process which encompasses analysis, client, and prospect deliverables, technical investment & planning topics, and value-added idea generation.

In this role, you will:

Create, update, maintain, and complete financial planning and investment deliverables including, but not limited to: estate planning documents such as trusts, health care proxies, last will and testaments power of attorney, custom created client facing presentations, investment updates and proposals.

Support Advisory Team with GAP (Gather, Analyze, Present) deliverable creation or client meeting deliverable creation through excel, financial planning software, and portfolio management software. Compile multiple pieces of potentially incomplete information into an organized, uniform client presentation.

Complete meeting preparation including data input into Excel, financial planning software, and portfolio management software with little to no supervision for clients supporting $2MM to $8MM of reoccurring revenue.

Provide value add investment & wealth planning ideas for client or prospect meeting preparation.

Complete detailed and organized meeting notes for internal client and prospect preparation meetings.

Research and conduct due diligence on investment and wealth planning related unique client questions or situations, as necessary.

Research and summarize value add investment and financial planning focused articles and/or presentations for the benefit of the Firm.

Oversee internal processes including, but not limited to: adding new clients to financial planning and portfolio management software or other internal software, as necessary.

Education and Experience Requirements:

Bachelor’s Degree in finance or related field required.

Minimum of one (1) year of experience in financial services industry preferred.

Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Progression towards the CFP® or other approved designation preferred.

Original job Wealth Planner (26Q3-053) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Share Job

Get your Resume Reviewed for Free

Similar Wealth Planner Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Wealth Planner (26Q3-053)

Job Description - Wealth Planner (26Q3-053)

Similar Wealth Planner Jobs in the US

Mobile Apps