Financial Planning Associate

Location
Virginia Beach, Virginia
Salary
Up to $50,000 with benefits, incentive compensation and profit sharing
Posted
Apr 13, 2021
Closes
May 13, 2021
Job Role
Paraplanner
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred

Financial Planning Associate

Who we are:

Clarke Financial Management provides comprehensive financial planning and wealth management solutions to high net worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and a team centric environment in which everyone can contribute, develop relationships and assist in growing the firm. We have an immediate opportunity for a Paraplanner in our Financial Planning Department. The position is based in Virginia Beach, VA .

Job Requirements

Responsibilities

What you will be doing:

  • Playing a key role on a client-facing team providing support to the Senior Advisory Team and their clients with sophisticated financial planning, sales and white-glove client service, and acting as the point person to on-board new clients. This may include engaging with clients to perform a fact find, gathering of documents, preparing financial plan, and following up to ensure execution of the financial planning recommendations.
  • Maintain a comprehensive list of financial planning action items that includes all current outstanding planning items for the client.
  • Consistently and proactively follow up with clients to insure timely execution of all planning strategies.
  • Maintain and follow up on client Action Items after client review meetings.
  • Meet with internal clients (Research and Investment Operations, Risk Management team, etc.) to review client agenda and action item.
  • Involvement with Financial Plan design.

Qualifications

What We're Looking For:

The successful candidate will hold a Bachelor’s Degree and 7 years of prior experience in financial services industry to include data entry, analyzing financial statements and providing a high level of client service. Previous experience working directly with high net wealth clients on financial matters is a plus. The ideal candidate will be proficient in MS Office and will have basic familiarity with financial planning topics and strategies. Good interpersonal skills and analytical skills are crucial to success. You must be good at communicating clearly with clients both verbally and in writing. You will be a proactive self-starter with a personal interest in financial planning.