Internal Financial Planning Professional/Case Manager

Pepper Pike, Ohio
Jan 08, 2020
Feb 07, 2020
Employment Type
Full Time

Are you a financial advisor who thrives on helping people through your work? Are you tired of your compensation being tied to business development and sales, rather than the quality of your work? Maybe it is time to seek a new opportunity where your technical expertise can be of more value as part of an accomplished professional team where you are not responsible for bringing in new clients. We are looking for an experienced professional with technical expertise in the financial planning field, who is committed to life-long learning and growth.

You will have a role in:

· Quarterly investment review, reporting, and developing rebalancing recommendations based on an IPS

· Implementation of recommendations

· Preparation for qualified retirement plan progress meetings

· In-force life insurance reviews

· Compliance

· Client meeting preparations

· Revenue tracking & Fee calculations

· Special projects

· Keeping proprietary material current

· Estate tax and asset transfer analyses

· Preparation and analysis of financial statements

· Research including statistical analyses of data, tax, and investment planning

· Implementation, improvement, and use of recurring processes

· Creating tools for use in explaining technical concepts

· Custom design of life insurance

· Developing asset protection strategies


Core Competencies:

· Committed to the principle of value creation

· Proactivity in taking on and finishing what must be accomplished

· Ability to adjust priorities based on changing circumstances

· Knowledge and understanding of financial calculations including those related to time-value-of-money

· Meticulous attention to detail and accuracy

· Proper use of English grammar, spelling, formatting

· Highly proficient with technology i.e. Microsoft Office, CRM Systems, Financial Technology

Required Education and Experience:

· Bachelor’s Degree

· Minimum of 3 years of financial professional experience