Financial Planning Specialist Job at The Pontem Group
Financial Planning Specialist
Our client, a wealth management and financial planning practice is hiring a financial planning specialist. The right candidate should have experience and passion for creating financial plans and client recommendations.
Key Responsibilities:
· Help the practice with executing a seamless financial planning process. Continue to learn and stay up to date on planning knowledge across but not limited to the following areas:
- Investments
- Cash Flow Planning
- Insurance Planning
- Retirement Accumulation
- Retirement Distribution
- Education
- Major Purchases
- Tax and Estate
· Use information that was gathered by financial advisors during client meetings to help create customed and comprehensive financial plans.
· Become an expert in our planning software and tools
· Work with advisors and other team members to update plans for annual reviews
· Maintain client confidence and trust through a high attention to detail work
· Ensure client presentations are prepared, reviewed, and finalized prior to meetings and the presenting advisor is briefed on core components of the plan and key recommendations
· Drive research and make recommendations for complex planning cases and unique scenarios
· Potentially be called into client meetings to be the plan expert.
· Assist the firm with investment take over analysis and proposals
Requirements:
- Bachelors Degree
- 3+ years of financial services experience
- CFP or willingness to obtain the CFP designation
- Insurance and Investment Licenses (or willingness to obtain in first six months).
Salary- 70k - 100k
Job Type: Full-time
Pay: $70,000.00 - $100,000.00 per year
Benefits:
- Health insurance
- Professional development assistance
- Retirement plan
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Melville, NY: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial services: 3 years (Preferred)
License/Certification:
- CFP (Preferred)
Work Location: One location
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