Summary of Responsibilities:

PV Financial Group is seeking a local, community-minded and driven individual to join our growing financial planning firm.

This individual will be responsible for supporting our financial advisors in the creation and delivery of comprehensive financial plans to our valued clients. The ideal candidate has strong experience in financial planning, investment analysis and regulatory compliance and understands the importance of providing exceptional client service.

Principal Responsibilities:

Create comprehensive financial plans, investment proposals, and retirement timelines using planning software while considering client goals, risk tolerance and financial situation.
Conduct research on investment products, insurance solutions, and estate planning strategies.
Support financial advisors in client meetings by assisting in the plan presentation, data gathering and documentation of notes.
Assist with creation of Executive Planning Summary and implementation of plan.
Maintain consistent and proactive communication with clients throughout the financial planning process, addressing inquiries and providing timely updates.
Occasionally coordinate with clients’ attorneys and CPAs to ensure financial plans align with legal and tax strategies.
Periodically meet with clients to complete paperwork; ensure required forms are complete & accurate.
Follow up on outstanding transactions and pending paperwork, ensuring follow up tasks are complete.
Prepare client meeting materials (review prior meeting notes and statements, create Balance Sheets, generate reports, provide supporting documents and prepare necessary forms/disclosures).
Assist with trade execution and money movement, as needed.
Obtain and maintain client cost basis information.
Run and maintain required minimum distributions lists.

Knowledge/Skills/Competencies:

Bachelor’s degree in finance, accounting or other related field
FINRA Series 7 and 66 registrations, CFP® a plus
Two + years of experience in the financial services industry
Demonstrated ability to work in fast-paced environment, prioritize workload and meet deadlines
High ethical standards and attention to detail
Proficiency with Microsoft Office and CRM tools. Experience with Wealthscape, RightCapital and Morningstar® a plus.

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Health insurance
Life insurance
Paid time off
Vision insurance

Compensation Package:

Bonus opportunities

Ability to Commute:

Ludlow, MA 01056 (Preferred)

Ability to Relocate:

Ludlow, MA 01056: Relocate before starting work (Preferred)

PV Financial Group

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