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Financial Planner / Client Advisor

Employer
Carnegie Investment Counsel
Location
Cleveland, Ohio & Indianapolis, Indiana
Salary
Compensation commensurate with experience
Closing date
Mar 29, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Financial Planner/Client Advisor in our Cleveland Office. The Financial Planner/Client Advisor will join a highly talented team of wealth management professionals who service the needs of high-net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Adviser industry. The position will entail providing technical and client service support for Portfolio Managers and/or Client Advisors. Responsibilities include preparation and follow-up on client meetings, data gathering, financial planning, scenario modeling, and presentation development.
Responsibilities
The essential functions include, but are not limited to the following:
• Provide comprehensive sound financial plans for clients to ensure they meet their changing needs and goals
• Maintain updated knowledge of industry developments, policies, regulations and strategies.
• Examine and suggest financial opportunities, implement risk management, develop retirement and tax plans
• Work directly with Portfolio Managers and Client advisors to gather data, provide plan analysis, package and post meeting materials, manage meeting notes and action items
Qualifications/Skills
• In-depth knowledge and understanding of the securities industry
• Highly proficient technical skills with the ability to analyze quantitative and qualitative information
• Working knowledge of eMoney software or other planning tools
• Ability to make effective decisions using impeccable ethical judgment and confidentiality
• Collaborative team player with excellent verbal and written communication skills with both co-workers and clients
• Self-starter who is detailed oriented, results driven, accurate, organized and ability to set priorities
• Desire to engage in continuous education in the field to ensure current industry knowledge and skillsEducation & Experience Requirements
• Bachelors degree
• CFP®
• Series 65
About Carnegie
Carnegie Investment Counsel is an SEC Registered Investment Adviser with headquarters in Cleveland, OH and affiliate offices nationwide. Carnegie is a fiduciary providing clear and objective investment
advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. For more information, please visit www.carnegieinvest.com
Carnegie provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Type & Benefits
• 401(k)
• 401(k) Matching
• Medical, Dental & Vision insurance
• Life, LTD & AD&D
• Health Savings Account
• Paid time off

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