Wealth Planning AssociateSDL Search Partners • Boston, Massachusetts, United States

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Wealth Planning Associate

SDL Search Partners

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Über

Wealth Planning Associate (Remote Options) National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential. This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team. Responsibilities: Generate client account reports and documents for service meetings Write comprehensive financial plans with recommendations and creative solutions Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations Manage and distribute incoming client information Complete trades and new business submissions Monitor transactions and new business for completion and accuracy Complete Contact Manager notes and/or follow-up correspondence Qualifications: CFP designation, or in process Bachelors degree in accounting, finance or equivalent Detail oriented Able to manage and prioritize many time-sensitive tasks simultaneously
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Boston, Massachusetts, United States

Sprachkenntnisse

English

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