New Orleans, LA
3/22/2021

Windward Recruiting has partnered with a growing RIA in search of a Wealth Planner in New Orleans. The Wealth Planner will be responsible for supporting the lead advisors to create and manage client financial plans. The successful candidate will have extensive planning experience in serving the needs of high-net worth individuals, families, and business owners. The candidate will serve as a primary financial planning point of contact for client families, and collaborate with wealth management peers to deliver an optimized client experience

Responsibilities

  • Using eMoney and MoneyGuide Pro financial planning technology to input financial information and link client accounts
  • Working directly with clients to collect key documents for financial planning
  • Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
  • Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
  • Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
  • Frequent communication with clients and internal associates – both verbally and in writing

Qualifications

  • Bachelor’s degree in Finance, Business or Economics
  • 2-5+ years of experience in a financial advisory firm
  • CFP preferred
  • Experience working in wealth management, or competency with eMoney/other planning software preferred
  • Highly organized and able to excel in a fast-paced environment
  • Analytical with basic proficiency in excel
  • Strong communication skills, both written and verbal, and engaged listening