Prepares financial plans for review and implementation, participates in client meetings, and works on follow-ups for clients.

Supports senior team members by creating financial plans and helping prepare materials needed for client meetings and follow-ups
Develops expertise in financial planning and familiarity with developing financial plans for clients Analytical Support
Attends client meetings and takes extensive notes
Analyzes client information and prepares reports and presentations
Enters information into financial planning software and prepares draft plans, with help from an Associate Advisor or Service Advisor
Researches products and product pricing and contacts carriers for information
Answers basic questions for clients or fields client calls to appropriate colleagues
Assists with client requests for transfers of funds in and out of accounts
Enters or updates cost basis information
Fills out necessary forms for opening or maintaining accounts
Interfaces with the broker-dealer or custodian to obtain information or account data and conveys service requests
Maintains information in the CRM system
Sets up and retrieves reports in the portfolio management system
Assists in generating performance reports

SKILLS:

General financial planning and basic financial analysis
Teamwork and time management
Specialties and niches within financial planning such as investments, budgeting, taxes, risk management or estate planning
Technology solutions, especially the firm’s financial planning software
Firm-specific planning and service processes
Accuracy and efficiency in creating financial plans
Ability to collaborate with team members
Communication skills with peers and managers

SGH Wealth Management

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