File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTitle
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Title
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Financial Planning Associate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCode
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Code
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
7034
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobCategoryName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Category
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Finance
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobTypeName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Type
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Permanent
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
JobLocationName
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Job Location
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Boston - MA
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
PublishOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Date Posted
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Jan 26 2023 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
ExpireOnDate
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Expires On
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Mar 31 2023 12:00:00:000AM
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Responsibilities
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Work with advisors on select group of clients to assess needs, goals, and planning issues.
Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM.
Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client meetings.
Work with advisors to gather all client related data to build comprehensive financial plans by utilizing financial planning software and related tools.
Coordinate the preparation of various client related reports for both internal and external use
Manage and complete tasks/open items, actively follow-up with clients and external advisors while actively communicating with primary advisor on status
Document all client communication in CRM and assign tasks as necessary.
Work with internal Client Service Team to complete and submit external account paperwork and follow through to completion.
Organize and enter data into financial planning software or customized spreadsheets.
Research client-specific issues.
Assist with a variety of financial planning related projects.
Research financial planning topics and related issues, prepare summaries and present to the firm's advisors.
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Qualifications
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
CFP® or Registered Paraplanner designation
3-5 years of relevant experience required
Bachelor's Degree from an accredited college or university
Proficient with Microsoft Office (Word, PowerPoint and Excel)
Team player with excellent client service focus
Strong written and communication skills
Excellent organization and time management skills
Ability to work independently and in a team-based environment
Energetic and motivated to learn
Ethical and trustworthy
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
RequiredYearsOfExperience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Required Years of Experience
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
3
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1169
Field Name://
AdditionalInfo
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1170
Field Label:
Additional Info
File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
Line 1171
Field Value:
Work with advisors on select group of clients to assess needs, goals, and planning issues.
Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM.
Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client meetings.
Work with advisors to gather all client related data to build comprehensive financial plans by utilizing financial planning software and related tools.
Coordinate the preparation of various client related reports for both internal and external use
Manage and complete tasks/open items, actively follow-up with clients and external advisors while actively communicating with primary advisor on status
Document all client communication in CRM and assign tasks as necessary.
Work with internal Client Service Team to complete and submit external account paperwork and follow through to completion.
Organize and enter data into financial planning software or customized spreadsheets.
Research client-specific issues.
Assist with a variety of financial planning related projects.
Research financial planning topics and related issues, prepare summaries and present to the firm's advisors.
Qualifications:
CFP® or Registered Paraplanner designation
3-5 years of relevant experience required
Bachelor's Degree from an accredited college or university
Proficient with Microsoft Office (Word, PowerPoint and Excel)
Team player with excellent client service focus
Strong written and communication skills
Excellent organization and time management skills
Ability to work independently and in a team-based environment
