Financial Planner
Chicago, IL
12/20/2024
We are seeking a dedicated and detail-oriented Financial Planner to support advisors and clients by ensuring smooth operations, assisting with financial planning, and delivering exceptional client experience for a privately-owned wealth management firm.
DUTIES & RESPONSIBILITIES
- Serve as the first point of contact for clients and visitors, assisting with inquiries and directing them to advisors as needed.
- Prepare financial planning analyses to support advisors in client meetings.
- Reconcile daily price and transaction downloads, troubleshooting discrepancies to ensure accuracy.
- Coordinate account openings, transfers, and ongoing maintenance with custodians and external partners.
- Manage and update client information in the CRM database.
- Assist with quarterly client reporting and ensure compliance with regulatory requirements.
- Execute trades in client accounts as a backup to traders when necessary.
- Maintain internal tracking systems and spreadsheets to support team operations.
- Provide general administrative support, including managing supplies and vendor coordination.
QUALIFICATIONS
- Bachelor’s degree in Financial Planning, Finance, Economics, Accounting, or a related field.
- 3-7 years of experience in financial services, preferably within wealth management or custodial roles.
- CFP or CFA certification is required.
- Strong organizational skills with meticulous attention to detail.
- Proficiency in Microsoft Office programs; familiarity with CRM systems (Dynamics CRM is a plus)
- Ability to learn and adapt to new software quickly and efficiently.
- Demonstrated ability to work independently while maintaining high-quality results.
- Positive attitude, intellectual curiosity, and interest in a long-term career in wealth management.
- Proven track record of success in academics, community involvement, or previous work experience.