Job Summary:

• Scheduling/ confirming meetings with clients including collection of data in advance
• Prepare financial plans/reviews and ongoing relationships
• Make investment allocation recommendations based on client Risk Tolerance
• Communicate with clients and address most administrative issues while overseeing all follow-up
• Assist in the business development area
• Develop market-leading solutions in financial wellbeing
• Assist with evolving existing programs towards more targeted information to drive better results
• Deliver personalized, ongoing financial solutions to help users work toward long-term investment and retirement goals
• Participating in local professional and community events to stay current with the industry
• Assist in developing financial planning content to be used for client communication/commentary

Skills on Resume: 

• Client Meeting Coordination (Hard Skills)
• Financial Planning and Review (Hard Skills)
• Client Communication and Administration (Soft Skills)
• Business Development Support (Soft Skills)
• Innovative Financial Solutions (Hard Skills)
• Personalized Financial Solutions (Hard Skills)
• Industry Engagement and Content Development (Soft Skills)

Job Summary:

• Assist users regarding financial concerns, including debt, savings, spending, and retirement.
• Efficiently manage high-volume inbound support channels, ensuring users receive timely and attentive care. 
• Involves chat-based support with occasional phone assistance.
• Act as the initial point of contact to address user inquiries and needs, serving as the first line of defense for customer support.
• Establish and retain strong client relationships
• Analyze clients' financial statuses and suggest financial opportunities
• Develop budgets, sound plans and carry out transactions for clients
• Customize financial plans according to clients' changing needs
• Present and sell suitable financial products and services
• Maintain updated knowledge of regulations, practices, and financial products

Skills on Resume: 

• Financial Counseling (Hard Skills)
• Customer Support Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Financial Analysis (Hard Skills)
• Budgeting and Planning (Hard Skills)
• Transactional Skills (Hard Skills)
• Product Knowledge and Sales (Hard Skills)
• Regulatory Knowledge (Hard Skills)

Job Summary:

• Lead and direct discovery, decision, and review meetings for current and prospective clients.
• Take the lead on answering routine client questions and key elements of routine reviews.
• Conduct client review meetings, document discussions, and complete/monitor follow up tasks
• Draft, present, and implement financial plans.
• Solve complicated financial planning, estate, tax, and retirement issues.
• Client relationship development and management, including ongoing and regular client contact and communications.
• Organize and direct client priorities and tasks amongst teammates.
• Meet with clients to conduct annual reviews
• Establish and maintain client relationships for the long term
• Follow up with partner financial institutions regarding clients’ questions/inquiries
• Assist the case design with necessary assignments/ financial advisor needs

Skills on Resume: 

• Client Meeting Leadership (Hard Skills)
• Client Communication (Hard Skills)
• Meeting Facilitation (Hard Skills)
• Financial Planning (Hard Skills)
• Financial Expertise (Hard Skills)
• Client Relationship Management (Soft Skills)
• Task and Priority Management (Soft Skills)
• Annual Review Process (Hard Skills)

Job Summary:

• Helping users with questions about financial lives, ranging from debt to saving, spending, or retirement.
• Managing high-volume inbound support channels
• Making sure users receive the attention and care need, promptly. 
• Support channel is chat-based, with occasional phone support required.
• Document topics in internal support tools
• Build trust and rapport by keeping users in the loop and resolving issues quickly and thoroughly
• Design personalized financial plans for the firm’s clients and prospective clients, 
• supporting five of the firm’s wealth advisors, utilizing the eMoney financial planning software platform
• Present detailed financial plans to firm’s clients and prospective clients, educating them on key financial planning concepts
• Responsible for monitoring progress of the firm’s clients plans and have follow-up meeting with clients to ensure success of the plan
• Seek opportunities to work with the firm’s wealth advisors, to grow client relationships through providing added-value financial planning advice

Skills on Resume: 

• Financial Knowledge and Expertise (Hard Skills)
• Customer Service Excellence (Hard Skills)
• Documentation and Internal Support Tools (Hard Skills)
• Communication and Rapport Building (Soft Skills)
• Financial Planning and Analysis (Hard Skills)
• Presentation Skills (Soft Skills)
• Client Relationship Management (Soft Skills)
• Collaboration and Added-Value Advice (Soft Skills)

Job Summary:

• Works closely with Relationship Managers and client's other advisors in delivering a comprehensive array of wealth management services as a trusted advisor
• Maintains close communication with the Relationship Manager to meet client needs, complete planning assignments and support implementation
• Develops presentation materials for client and prospect meetings
• Works with Relationship Managers to provide requested information and customized reporting between client meetings
• Assists as required in the implementation of client financial plans
• Respond to the client inquiries and initiate client contact when appropriate
• Maintains current knowledge of a full range of financial counseling services
• Assist clients with any servicing issues, both independently and collaboratively with the Main advisor
• Follow up via phone calls, emails, and other methods of communication with clients regarding any servicing needs
• Meet with clients to conduct annual reviews
• Establish and maintain client relationships for the long term
• Follow up with partner financial institutions regarding clients’ questions/inquiries
• Assist the case design with necessary assignments/ financial advisor needs

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Communication Skills (Soft Skills)
• Financial Planning Knowledge (Hard Skills)
• Presentation Skills (Hard Skills)
• Client Servicing (Hard Skills)
• Organizational Skills (Soft Skills)
• Proactive Client Engagement (Soft Skills)
• Financial Services Knowledge (Hard Skills)

Job Summary:

• Collect, organize, analyze, and evaluate client’s financial status, information, goals, cash flow, and objectives by participating in client meetings with the Wealth Management Team. 
• Develop customized plan opportunities and solutions, based on the clients’ goals.
• Present planning recommendations to clients.
• Assist clients with implementing plans in collaboration with Wealth Management Team.
• Provide thought leadership and technical expertise through research and written communications for the public and internal peer training. 
• Form meaningful, long-lasting relationships with clients, families, and beneficiaries.
• Remain knowledgeable in the policies, regulations, and financial products to ensure compliance with all work activities.
• Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations.
• Comply with company-wide policies and SEC regulations
• Providing client-centric investment solutions for financial wellbeing

Skills on Resume: 

• Financial Analysis and Evaluation (Hard Skills)
• Customized Financial Planning (Hard Skills)
• Client Presentation Skills (Hard Skills)
• Implementation Assistance (Hard Skills)
• Thought Leadership and Technical Expertise (Hard Skills)
• Relationship Building (Soft Skills)
• Regulatory Knowledge (Hard Skills)
• Customer Service Excellence (Soft Skills)

Job Summary:

• Communicating with clients via phone and e-mail to gather accurate data and enter the data in financial planning software (eMoney Advisor).
• Work closely with, and provide ongoing support to, the team’s Senior Wealth Planner regarding all aspects of wealth planning analysis preparation
• Ensuring all relevant data has been gathered 
• Reading and interpreting the questionnaire, statements and supplemental documents
• Entering data into eMoney Advisor software
• Reviewing the data inputs carefully for accuracy
• Interpreting the wealth planning analysis reports and developing conclusions and strategies
• Writing and customizing the language to be included in the final wealth planning analysis
• Preparing the final document and submitting it to the internal review process
• Assist clients with any servicing issues, both independent and collaboratively with the Main advisor
• Follow up via phone calls, emails and other methods of communication with clients

Skills on Resume: 

• Effective Communication Skills (Soft Skills)
• Attention to Detail (Hard Skills)
• Technical Proficiency (Hard Skills)
• Analytical Skills (Hard Skills)
• Organizational Skills (Hard Skills)
• Client Service Orientation (Soft Skills)
• Writing Skills (Hard Skills)
• Follow-Up Skills (Soft Skills)