Associate Wealth Planner

Employer
Solitude Financial Services
Location
Charlottesville, Virginia
Salary
$65,000 to $95,000 annually plus bonus potential
Closing date
Jun 11, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Preferred
You need to sign in or create an account to save a job.

Under the general guidance of the Lead Wealth Planner and in collaboration with a Wealth Advisor, the Associate Wealth Planner is responsible for researching financial planning issues and opportunities and developing financial plans for Solitude’s clients. This position works both internally as a member of a high-performing team and externally with clients and their CPAs or estate attorneys. The Associate Wealth Planner is detail-oriented, ensuring records are meticulously maintained and systems are utilized effectively and efficiently.

This is an exempt, full-time, partially remote position based out of Charlottesville, Virginia.

Salary: $65,000-$95,000 base salary with bonus potential.

Benefits: Solitude offers a comprehensive benefits package including retirement matching, employer-paid health insurance, generous paid sick and vacation leave, and a relocation stipend of up to $5,000.

Essential Duties:

  • Researches financial planning issues and opportunities;
  • Prepares and updates financial plans to include evaluating and testing for risks and opportunities using appropriate systems (eMoney and Holistiplan);
  • Follows up on next steps to assist in the implementation of financial plans;
  • Maintains meticulous notes, tasks and workflows in our CRM system (Wealthbox) and financial planning software (eMoney);
  • Communicates directly with clients in collaboration with the Lead Wealth Planner and your paired Wealth Advisor;
  • Coordinates with client CPAs and/or estate attorney to help with implementation recommendations;
  • Seeks new ways to continuously improve and better utilize technologies, systems and processes within the position’s areas of responsibility;
  • Stays abreast of industry knowledge and trends through publications, literature, research and professional development opportunities;
  • Performs related duties as assigned.

Education and Experience:

A Bachelor’s degree from an accredited college or university is required. Applicants must be a CFP® Professional, Candidate for CFP® Certification, or plan to obtain the CFP® designation.

 

Special Requirements:

  • Must be able to complete a background check
  • Must fulfill compliance requirements

Knowledge, Skills, and Abilities:

  • Excellent communication skills, both orally and in writing;
  • First-class interpersonal, organizational, and client service skills;
  • Fanatical attention to detail;
  • Strong work ethic with an ability to meet goals, deadlines, and performance expectations;
  • Ability to learn in-house software and tools;
  • Ability to multitask, keep calm under pressure, and treat everyone with respect;
  • Displays curiosity, a positive attitude, flexibility, and a good sense of humor;
  • Ability to follow all policies and procedures of Solitude.

Apply for Associate Wealth 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 personalized job recommendations straight to your inbox.

Create alert

Similar jobs