This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.
This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.
Duties and Responsibilities
- Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis
- All aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy statements, asset allocations as well as post-client meeting tasks such as develop meeting notes, perform financial situation analyses, and coordinate planning implementation with outside professionals if necessary
- Continuously monitor clients’ financial situations with detail and accuracy
- Be able to keep up and learn things quickly in a fast paced environment and effectively manage regular changing of priorities
Qualifications
- B.S. degree from accredited four year university preferably in financial planning, business, finance, economics, etc.
- CFP certification or attainment within 1-2 years after joining firm
- Strong financial and analytical skills
- Strong verbal and written communication skills
- Strong persuasive and interpersonal skills
- Basic understanding of investment and financial planning strategies for high net worth clients
- Ability to identify, meet and follow through with client needs and requirements
- Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
- Organized, with a strong attention to detail
- Able to perform multiple tasks efficiently
- Show confidence, yet in a humble manner, when dealing with clients, firm Financial Advisors and Wealth Managers
- Superior knowledge of Microsoft Excel, Word and PowerPoint
- Capture all existing information
- Assess and analyze present needs and review all available options in order to attain clients future dreams.
- Generate quotes from your specific needs from relevant companies
- Compile comparison of multiple quotes and presentation
- Assessment of multiple quote and preferred quote
- Provide advisor with:
- Multiple written recommendations,
- Proposals
- Record of Advice
- Preparation or client file for new business and reviews
- Gather list for reviews of:
- Assets
- Liabilities
- Interest rates
- Company Docs
- Agreements, Trust deeds
- Authorization letters
- Current Will etc.
- Request relevant info from 3rd parties
- Capture client specific needs in CRM
- Review clients according to CRM review dates
The NMG SA Group of Companies are authorised financial service providers t/a NMG Benefits#J-18808-Ljbffr
