We are proud to be affiliated with one of the strongest financial institutions in the world -- but wanted to create a brand that spoke to the unique work we do
for clients in what has recently become a very broad and crowded financial services industry. We are proud of the exclusivity of what we offer and how we deliver service to clients.
ABOUT THE ROLE:
Due to strong growth, we are seeking a highly organized and proactive Financial Planning
Specialist to join our team. This role is designed for individuals who are looking to grow
towards a lead advisor position, providing crucial support to our Private Wealth Advisors
and ensuring exceptional client service. The Financial Planning Specialist will prepare for
and participate in client meetings, manage follow-up actions, and assist clients with
operational aspects of their wealth management.
Job Title: Financial Planning Specialist
Key Responsibilities:
Meeting Preparation:
• Conduct comprehensive preparation for client meetings, including data gathering,
modeling, case design, scenario building, and plan development.
• Prepare presentation materials and ensure all documentation is complete and reflects
the client’s financial situation and objectives.
Meeting Participation:
• Attend client meetings, taking detailed notes and supporting the lead advisor in
discussions.
• Serve as a second chair in meetings, focusing on capturing key points and action items
without providing direct advice.
Client Communication & Service:
• Act as a primary point of contact for clients, managing communication and ensuring their
needs are met efficiently.
• Gather necessary data from clients, such as statements and required documentation,
and escalate requests related to eSignatures and other formalities.
Action Item Execution:
• Send follow-up emails summarizing meeting discussions and outlining next steps for
clients.
• Execute and oversee action items from meetings, coordinating with internal teams to
ensure timely completion.
• Maintain responsibility for the urgency and execution of client-related tasks, even when
coordinating with operations teams.
Client Relationship Management:
• Determine and manage appropriate client segmentation and meeting schedules,
ensuring they align with client life stages and needs.
• Regularly review and update client segments in the CRM to inform marketing strategies
and meeting rhythms.
Collaboration & Coordination:
• Work closely with risk and wealth teams to manage complex client situations, ensuring a
seamless handoff and clear communication of case details.
• Maintain continuous improvement of client service processes, contributing to a
collaborative and supportive team environment.
Qualifications:
• Bachelor's degree ideally in Finance, Business Administration, or a related field.
• Two years experience in a financial planning, insurance, investment management or
private banking role.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Experience in a financial planning software and Microsoft Office Suite.
Desired Qualities:
• Exceptional attention to detail & organizational skills.
• Ability to manage multiple tasks and prioritize effectively.
• Ability to proactively anticipate the needs of the client and the practice.
• Excellent verbal and written communication skills.
• Independently resourceful and inquisitive.
• Entrepreneurial mindset and a desire to proactively identify needs and solutions.
• Collaborative team player.
• Professional demeanor, friendly and positive attitude.
Why Join Us?
• Opportunity to grow into a lead advisor role, taking on more responsibility and developing
client relationships.
• Work in a supportive and innovative environment that values collaboration and
professional growth.
• Have a meaningful, direct impact on your clients’ abilities to accomplish their financial
goals.
If you are driven by a passion for helping clients achieve their financial goals and eager to
advance in your financial advisory career, we encourage you to apply. Join our team to workalongside experienced professionals dedicated to deliver a world-class financial planning
experience.
Location: 5 days in office
Salary: 70-90k
