Associate Financial Planner

The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. Must be able to learn and articulate the story of the practice. CFP Required. Role and Responsibilities

· Support lead advisor with clients

· Handle certain client relationships independently.

· Manage annual financial planning and consulting relationships, output and payments

· Be proficient in all software used in the practice including but not limited to: Income Conductor, eMoney, Redtail and Enhancing Trading & Balancing

· Lead in answering routine client questions for clients you are acting as advisor

· Develops new business for the practice

· Complete investment research, investment recommendation analysis and proposal generation

· Participates in client meetings

· Creates agendas for client meetings, takes notes and delegates follow up activities

· Supports the preparation for client meetings

· Supports Client Relationship Manager in the running of the practice

· Supports in the efficient and effective completion of client requests

· Accountable for the retention of client relationships where you are acting as advisor

· Builds rapport with clients

· Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information

· Delivers excellent service supporting the generation of referrals from existing clients

· Complete client trade requests

· Assists in maintaining a compliant practice

· Makes outgoing client courtesy calls

· Compiles and analyzes client data to develop financial plans

· Provide back up support to all team members when necessary

· Maintains defined system flows and CRM systems

· Update client info as necessary in CRM to ensure integrity of database

· Handles complex issues and problems

· Ensure clients are receiving a best in class experience from the firm

· Supports special projects as assigned

Job Type: Full-time

Pay: From $70,000.00 per year

Work Location: Hybrid remote in Fort Lee, NJ 07024