Financial Planner

We are seeking a dedicated and detail-oriented Financial Planner to support advisors and clients by ensuring smooth operations, assisting with financial planning, and delivering exceptional client experience for a privately-owned wealth management firm.

• Prepare financial planning analyses to support advisors in client meetings.
• Reconcile daily price and transaction downloads, troubleshooting discrepancies to ensure accuracy.
• Coordinate account openings, transfers, and ongoing maintenance with custodians and external partners.
• Manage and update client information in the CRM database.
• Assist with quarterly client reporting and ensure compliance with regulatory requirements.
• Execute trades in client accounts as a backup to traders when necessary.
• Maintain internal tracking systems and spreadsheets to support team operations.
• Provide general administrative support, including managing supplies and vendor coordination.

• Bachelor’s degree in Financial Planning, Finance, Economics, Accounting, or a related field.
• 3-7 years of experience in financial services, preferably within wealth management or custodial roles.
• CFP or in the process of obtaining.
• EMoney software experience is a plus
• Strong organizational skills with meticulous attention to detail.
• Proficiency in Microsoft Office programs; familiarity with CRM systems
• Ability to learn and adapt to new software quickly and efficiently.
• Demonstrated ability to work independently while maintaining high-quality results.
• Positive attitude, intellectual curiosity, and interest in a long-term career in wealth management.
• Proven track record of success in academics, community involvement, or previous work experience.