Associate Financial Planner
- Employer
- The GenWealth Group
- Location
- Maplewood, New Jersey
- Salary
- Annual Salary, Quarterly Bonus, Yearly Bonus, Paid Time Off, Other Benefits
- Closing date
- Aug 7, 2021
View more
- Job Role
- Financial Planning Support
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
Job Details
Summary of the Position:
Registered Investment Advisory firm (Maplewood, NJ) seeks talented professional to serve as Associate Financial Planner. Working closely with a team of Senior Financial Planners, the Associate Financial Planner will perform a wide range of duties including: retirement modeling, insurance analysis, educational modeling, reviews of estate plan documents, reviews of tax situation and other financial planning topics. Ideal candidate will also have knowledge of benefit programs including Social Security and Medicare. The Associate Financial Planner role is internally focused to support the practice and does not involve production or commission sales.
Required Certifications:
CFP® Designation (or actively pursuing)
NJ Life and Health Insurance licensed (preferred) Required Skills:
1-3+ years in financial services industry
Excellent computer skills including Microsoft Office Suite and CRM systems
Experience utilizing financial planning software
Strong analytical/data gathering skills
Highly dynamic; with professional demeanor accustomed to working with sophisticated clients
Superior compliance record
Passion for delivering superior client service and high attention to detail
Ability to multi-task in fast paced environment with high degree of accuracy
Comfortable working in a small, relationship-oriented practice
Duties:
Ideal candidate will work within our defined system where client contact is made on a scheduled, proactive basis
Support Senior Financial Planners by preparing investment performance/allocation reports, investment policy statements and spreadsheets using a variety of software applications (ie: Black Diamond, Excel, Morningstar, etc.)
Coordinate client presentations ensuring research and data gathering is complete and timely
Create customized client retirement projections utilizing financial planning software (RetireUp)
Consult with clients on benefit analysis related to Social Security and Medicare
Consult with clients on life, disability and long-term care insurance; review existing policies and recommend new/additional coverage as appropriate
Serve as lead advisor to clients on ancillary planning issues (mortgage refinancing, leasing, etc)
Process trades and monitor the firm’s proprietary investment models
Maintain detailed notes and tasks in firm’s CRM system (Junxure)
Compensation:
Competitive salary and bonus
Company sponsored profit sharing plan
Health and Dental Benefits
Paid Vacation
Company
Located in Maplewood Village, The GenWealth Group is an Independent Registered Investment Advisory (RIA) firm dedicated to growing and preserving the wealth you’ve worked hard to accumulate.As an RIA, we have the fiduciary responsibility to put your interests first when providing advisory services. We operate with a fee-based structure that ties our compensation to your success and we do not sell proprietary products. This aligns our motivations with yours. The GenWealth Group offers comprehensive wealth management and financial planning with a focus on capital preservation and growth. We serve affluent individuals, professionals and families to manage all aspects of their personal finances.
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