Strategic Wealth Partners (“SWP”) is a top independent wealth management firm founded in 2008. Our firm consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice and the personalized service they deserve. We take the time to understand our client’s unique circumstances. Each of our clients deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at: www.stratwealth.com.
This person will work with a team of planners who are responsible for providing financial planning to wealthy individuals and families. Initially the planner will support the planners with projects, plans, reporting and overall client support. Once there is a sound understanding of SWP’s planning methodology, the planner will transition to work with clients directly.
Duties and Responsibilities
The Financial Planner can expect to focus on the following areas:
Cash flow analysis such as retirement and college projections
Estate review such as asset titling and beneficiary designations
Asset protection review such as life insurance analysis
Tax planning such as Roth conversions and year- end tax analysis
The Financial Planner position typically requires the following qualifications:
Bachelor’s Degree from an accredited institution
Recent graduate or 1-2 years experience preferably in finance
CFP candidate who has completed CFP education requirements
Experience in investment management and/or financial advisory services firm preferred
Experience with eMoney, Black Diamond Performance Reporting, Salesforce CRM system and/or databases a plus
Highly proficient in Excel; proficient in Word, PowerPoint and Outlook
Organized, detail-oriented, able to multitask and meet deadlines
Strong communication skills
Team player, collaborative, able to work with and through others
Desire/ability to work successfully in a small company environment
Additional Salary Information: Salary is dependent on experience
Salary and Benefits*
Pay/benefits are competitive based on industry standards.
• Salary will be based on experience
• Bonus eligible; prorated for first year of service
• Paid Time Off
• Benefits include health care, dental, 401(k)
Strategic Wealth Partners is a top independent investment advisory and financial planning firm providing successful wealth strategies and independent, objective advice to high net worth individuals and institutions. We provide a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. We beli...eve in the value of independent, comprehensive wealth management. We strive to help clients in seeking to preserve and grow wealth through independent and objectively selected investment vehicles. Additional firm information can be reviewed online at: www.stratwealth.com.