Senior IT Operations Engineer
Remote
MacOS
Financial Advisor
Windward Recruiting
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $130,000 per year
Job Level
Mid-LevelSenior
Tech Stack
MacOS
About the role
- Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning.
- Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals.
- Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time.
- Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues
- Coordinate with Client Service Team
- Participate in building new client relationships in collaboration with strategic partners in the community.
- Jump in and support others as the success of the entire firm relies on each person working together for shared goals.
Requirements
- 3 years of experience in wealth management/financial planning
- CFP® designation required.
- Ability to work well in a team environment – we are a collaborative and collegial office
- Excellent client service and relationship management skills
- Attention to detail and team-player attitude
- Self-starter with a commitment to excellent client service
- Solicits and provides feedback with growth personality
- Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS
