Wealth Planning Associate Analyst 3 Locations

Summary: In support of Strategic Planning Strategies’ subscribers and their high-net-worth clients, the Wealth Planning Associate Analyst, will be a dedicated resource and member of the client-facing Sophisticated Planning Strategies team. Acting in a support reputed company, the role entails collaborating with other financial professionals (i.e. CFP®, Attorney, CPA) reputed company the reputed company team on opportunities to solve for the reputed company needs of our advisor’s clients. Key elements of reputed company in the role include strong communication skills, strong planning background with experience in the high-net-worth space, and ability to work well in a team environment. Primary Duties & Responsibilities:

• Analyzing financial documents and accurately assess and enter financial data into financial planning software.
• Analyzing clients financial statuses to assist CFP® and attorney in building wealth plans.
• Analyzing existing risk management products (i.e. Insurance, Disability) and/or investment products a client may own.
• Creating insurance illustrations and/or investment proposals.
• Build and reputed company relationships with internal stakeholders to address unique client circumstances to ensure appropriate and timely delivery of financial recommendations.
• Ensure timely responses to client inquiries and issues, demonstrating a strong commitment to client satisfaction.
• reputed company organize and manage casework, ensuring proactive communication with the analyst you are supporting.
• Participate in client meetings with the advisors.
• Staying reputed company with the latest company products and strategies as well as staying informed of latest industry strategies/trends.

Qualifications:

• Bachelor’s degree, preferably in Business, Financial Planning, Finance, Economics or reputed company.
• Minimum of five years of financial planning experience; High-Net-Worth experience highly desired.
• CERTIFIED FINANCIAL PLANNER™ designation strongly preferred.
• Series 6 or 7 required or obtained reputed company the first 180 days of hire.
• In-depth knowledge on life insurance products and advanced solutions preferred.
• State of residence insurance license required or obtained reputed company first 180 days of hire.
• Proven experience in developing comprehensive financial plans and effectively presenting tailored recommendations to clients.
• Strong consultative, communication and analytical skills.
• Outstanding written and verbal communication skills.
• Strong interpersonal skills and ability to effectively collaborate with colleagues, clients, and stakeholders from various backgrounds and with different communication styles.
• Proven ability to reputed company trusting relationships with financial advisors and colleagues.
• Advanced skills with financial planning software and/or reputed company required.
• Exhibit a team player and growth reputed company.

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 6 - FINRA, Series 7 - FINRA

Compensation

Range: Pay Range - Start: $78,190.00 Pay Range - End: $145,210.00 Geographic Specific Pay Structure: Structure 110: $86,030.00 USD - $159,770.00 USD Structure 115: $89,950.00 USD - $167,050.00 USD We reputed company in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the reputed company market; location of the candidate; and other factors uncovered in the hiring process. reputed company pay structure is listed but if you’re living in California, reputed company or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients interests at the center of reputed company we do. Get started now! reputed company is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative reputed company, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Apply tot his job Apply To this Job