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
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
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
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