Financial Planner

Employer
Gateway Advisory, LLC
Location
Westfield and Toms River New Jersey
Salary
Salary commensurate with experience
Closing date
Dec 13, 2021

View more

Job Role
Financial Planner
Employment Type
Full Time
You need to sign in or create an account to save a job.

POSITION SUMMARY: Gateway Advisory is seeking a Financial Planner to support our financial advisors with their financial planning needs.

Gateway Advisory is a growing wealth management firm, locally owned with offices based in Toms River and Westfield, New Jersey.

We are a fee-only, fiduciary and Registered Investment Advisor firm providing Investment and Financial Advisory services to high-net worth families.

The primary responsibility of the Financial Planner is to provide assistance to the firms' Wealth/Relationship Managers.

 

Job Description: Responsibilities include, but are not limited to, the following:

− Work with Senior Advisors to analyze, research, and implement financial solutions with clients

− Meet with clients along with Senior Advisors to present analyses and recommendations

− Prepare meeting agendas, recaps and draft recommendations

− Creating and maintaining client files, spreadsheets, and correspondence

− Creating/updating/maintaining client balance sheet and cash flow statements

− Coordinating communication between clients’ professionals i.e., accountants and attorneys

− Following-up on client service issues as needed

− Fielding in-bound calls if needed

− Performing various miscellaneous tasks as assigned

 

Job Requirements: The Ideal Candidate will possess the following: Knowledge, Skills and Abilities:

− Proficient in financial planning software i.e., MoneyGuidePro

− Ability to quickly build relationships; understand and analyze client needs

− Strong attention to detail to ensure accuracy and completeness of work

− Ability to work cooperatively in a team environment as well as independently

− Be viewed as a team player by associates and possess a positive upbeat attitude

− Possess excellent people skills

− Strong inter-personal, verbal and written communication skills

− Ability to identify, research and resolve problems in a timely manner

− Strong computer skills including proficiency in Excel, Word and PowerPoint − Strong organizational and time management skills

− Ability to prioritize, manage and complete requests from multiple sources

− Takes initiative to research and resolve issues

− Proficient with documenting progress and tasks in CRM (Salesforce) so that team members can track status of cases

 

Education and Experience:

− Preferred 2-3 years’ or more of professional work experience

− Bachelor's Degree from a four-year college or University

− Has obtained or in the process of attaining the Certified Financial Planner™ (CFP®) designation

− Candidate should be a motivated independent thinker with ethical standards that is interested in working in a fast paced, entrepreneurial setting

Compensation:

− We offer a competitive salary, advancement potential and training opportunities

− Benefits include Health, Dental and Life insurance as well as a 401(k) plan with employer match

Apply for Financial Planner

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert

Similar Jobs