Job Summary: 

• Deliver quality ongoing advice strategies and statements of advice on key advice areas, including cash flow and debt management, super and retirement planning (including SMSF), investment and tax planning, estate planning, and personal and business succession planning
• Research, assess, and suggest/recommend financial opportunities (e.g., insurance plans, investments)
• Help clients implement their plans and carry out transactions
• Work with specialists to devise and implement strategic recommendations, e.g., finance brokers and lawyers
• Form and nurture key referral relationships and respond to referrals and requests for information on time
• Collaborate with business stakeholders to report on activity and track the team's business plan
• Oversee the implementation of all advice and do what is necessary when it needs to be done
• Participate in team activities, including regularly scheduled team meetings
• Accurately collect additional client information from fund managers and insurance providers, including the latest member statements and current product disclosure statements
• Conducted data entry to facilitate adviser use of client engagement tools- Investment Portfolio System, Wealth Solver, and RiskResearcher
• Ensure compliance checklists are maintained, including the upload of significant compliance documents to Xplan

Skills on Resume:

• Planning Strategies (Hard Skills)
• Tax and investment (Hard Skills)
• Client Support (Soft Skills)
• Collaboration (Soft Skills)
• Referral Management (Soft Skills)
• Data Entry (Hard Skills)
• Compliance (Hard Skills)
• Teamwork (Soft Skills)

Job Summary:

• Comprehensive data analysis regarding tax plans and financial reports
• Worked in tandem with the Director of Planning on projects, process development, and tax planning strategies
• Entering client data into financial planning software programs and spreadsheets for tax planning, investment portfolio review, and risk analysis illustration
• Help to develop, document, and maintain financial planning processes and procedures
• Identify and perform analysis on Cash flow, in-depth Roth Conversion strategies, and maximum social security strategies using a combination of unique characteristics
• Managing client information to ensure that electronic and paper files are complete, organized, and secure
• Provide support to the Advisory team and financial planners
• Work in conjunction with the Advisory team on Life insurance analysis, including running illustrations
• Maintain prospect and client documents on the internal document management system
• Documented progress and completed tasks in CRM software with strong detail for easy comprehension by other members of the firm
• Assist with special projects, process development, and tax planning strategies
• Maintain client data integrity as plans are implemented and ongoing

Skills on Resume:

• Tax Analysis (Hard Skills)
• Data Entry (Hard Skills)
• Process Support (Soft Skills)
• Strategy Analysis (Hard Skills)
• Info Management (Hard Skills)
• Teamwork (Soft Skills)
• CRM Use (Hard Skills)
• Insurance Support (Hard Skills)

Job Summary: 

• Prepare and update financial plans using Microsoft Office and financial planning software
• Client Summary Report Generation
• Proposal generation and account generation to NetX360
• Recommendation Summary Pages
• Assemble all meeting materials for the Advisors
• Create and maintain high-credibility relationships with clients and colleagues
• Participate in document meeting discussions
• Meet deadlines for the lead advisor to review the plan
• Maintained client confidentiality in line with the company’s compliance procedures
• Report directly to the Director of Financial Planning
• Prepare online implementation applications or paperwork
• Liaise with advisers throughout the production of recommendations within the Advice documents

Skills on Resume:

• Financial Plan Preparation (Hard Skills)
• Report Generation (Hard Skills)
• Proposal Creation (Hard Skills)
• Meeting Support (Soft Skills)
• Client Relationship Building (Soft Skills)
• Deadline Management (Soft Skills)
• Confidentiality Compliance (Hard Skills)
• Advisor Communication (Soft Skills)

Job Summary:

• Provide financial planning support to their assigned Investment Consultant and be available to assist clients directly
• Work proactively to grow the business by providing the highest level of service and encouraging client referrals
• Be responsible for the enrollment of new employees and the education of the existing business retirement plan participants
• Provide any needed recommendations for Term Life and Long Term Care Insurance for clients
• Maintain relationships with client advisors such as attorneys and accountants, to deliver unparalleled service
• Enhance the company brand by demonstrating uncompromising standards and adherence to the mission
• Case preparation for client and prospective client meetings
• Proactive communication with the client throughout the implementation process
• Manage client correspondence, notes, and files, and maintain compliant client records
• Cross-train across all team functions to help support when team members are out
• Liaise with referral/implementation partners to facilitate broader advice recommendations

Skills on Resume:

• Planning Support (Hard Skills)
• Client Service (Soft Skills)
• Retirement Education (Hard Skills)
• Insurance Advice (Hard Skills)
• Advisor Relations (Soft Skills)
• Case Prep (Hard Skills)
• Client Communication (Soft Skills)
• Record Keeping (Hard Skills)

Job Summary: 

• Manage the Business and Estate’s client portal to ensure the accuracy of information and documents
• Assist in client meetings to gather information to develop and prepare financial plans and proposals for prospects and clients
• Conduct investment research, prepare financial analyses, and review plan options for clients
• Provide support in creating and implementing workflows and procedures to streamline and improve efficiencies that will enhance the client experience
• Interact with investment and insurance companies, as well as the Business and Estate Adviser’s back-office support team, to establish new accounts and service existing accounts
• Provide high-quality customer service and demonstrate creative problem-solving to resolve client issues, questions, and inquiries
• Prepare financial reports for existing clients’ ongoing review meetings
• Organize events/activities to enhance the client experience
• Cross-training to gain knowledge and skills in the financial operations field and perform operational activities
• Support the sales/business development team in various business and marketing campaigns
• Track implementation via the use of shared implementation schedules

Skills on Resume:

• Client Portal Management (Hard Skills)
• Meeting Support (Soft Skills)
• Investment Research (Hard Skills)
• Workflow Improvement (Soft Skills)
• Account Servicing (Hard Skills)
• Client Service (Soft Skills)
• Report Preparation (Hard Skills)
• Campaign Support (Soft Skills)

Job Summary: 

• Manage client communication
• Monitor, troubleshoot, and update wealth management platform connections
• Create and update deliverables for client meetings
• Update financial information for financial plan projections and client progress review meetings,
• Meet with advisors to debrief and prepare for client meetings
• Consolidate client meeting materials presented to the client for email and final scan
• Complete follow-up tasks from client meetings, including updating the task management and CRM systems
• Research client-specific issues and communicate conclusions clearly with advisors
• Interfaced with other advisors, attorneys, and CPAs to coordinate implementation
• Lead new client relationships from incoming referrals
• Prepare and update financial plans using the technology tools - Orion, Fidelity Wealthscape, Redtail CRM, Bloomberg BNA, and eMoney Advisor (training provided)

Skills on Resume:

• Client Communication (Soft Skills)
• Platform Troubleshooting (Hard Skills)
• Meeting Deliverables (Hard Skills)
• Financial Data Updates (Hard Skills)
• Advisor Collaboration (Soft Skills)
• CRM Task Updates (Hard Skills)
• Issue Research (Hard Skills)
• Client Onboarding (Soft Skills)

Job Summary:

• Assisting in developing comprehensive financial plans and investment proposals for new clients
• Served as client service liaison for existing clients and responded to their inquiries
• Performing new client onboarding procedures from start to finish
• Manage multiple projects, be proactive, client-focused, and detail-oriented, and be responsible for contributing to an exceptional client experience
• Maximizing opportunities to effectively identify and spot client needs, make referrals, expand profitable client relationships, and track and review progress against their team's annual sales plan
• Increase sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting fulfillment of the credit, investments and everyday banking solutions
• Provide consistent sales support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-up 
• Exercise due diligence in following all policies and procedures and identify/correct areas of operational risk
• Work to complete duties independently and seek out answers
• Implement recommendations and research financial planning opportunities for clients
• Report progress in regular Work-In-Progress Meetings and at ad hoc times

Skills on Resume:

• Financial Plan Support (Hard Skills)
• Client Service (Soft Skills)
• Onboarding Process (Hard Skills)
• Project Management (Soft Skills)
• Sales Opportunity Spotting (Soft Skills)
• Meeting Preparation (Hard Skills)
• Documentation Accuracy (Hard Skills)
• Operational Compliance (Hard Skills)

Job Summary: 

• Accomplish a variety of tasks in an efficient, organized manner, with strong follow-up skills
• Organize and prioritize tasks and work in a deadline-oriented environment
• Answer inbound calls in a professional and welcoming manner for multiple mainlines, and direct calls to appropriate team members
• Responsible for running meeting prep – including performance reports, Morningstars, account summaries, past case notes, and account-specific information in a timely and accurate manner
• Proactive outreach to existing clients and prospects of the firm to schedule calls/meetings with advisors from the team, outreach to include phone calls, emails, and texts
• Management of the Lead Advisor’s calendars – ensure that at least 3 appointments are scheduled in advance daily for each
• Work with Advisors to organize and transition financial planning information from their meetings/conversations into the Financial Planning Software
• Respond to questions regarding accounts, policies and procedures and assist with establishing online access for statements, confirms, proxy materials and other services
• Process and complete basic client requests (beneficiary changes, address changes, statements, online access, etc.)
• Participate in various special projects and administrative duties
• Assist in preparing comprehensive financial plans to achieve client objectives and recommendations for implementation, with supporting financial analysis within B&E’s financial planning software (eMoney)

Skills on Resume:

• Task Management (Soft Skills)
• Deadline Prioritization (Soft Skills)
• Call Handling (Soft Skills)
• Meeting Preparation (Hard Skills)
• Client Outreach (Soft Skills)
• Calendar Management (Hard Skills)
• Financial Data Entry (Hard Skills)
• Client Request Processing (Hard Skills)

Job Summary: 

• Respond to client inquiries and requests promptly and in a professional manner
• Participate in all financial planning activities
• Collaborate with various third-party providers, including banks, investment managers, accountants, attorneys, and other professional advisors
• Analyze trust documents and entity agreements
• Coordinate the tax planning and compliance process, including gathering tax documents and communicating with tax preparers
• Participate in client meetings both in the office and out of town
• Support the International Manager with a broad range of complex processes, which include core planning, allocation, and transfer pricing
• Support the budget process and expense analysis for the International Management team
• Support implementation and continued automation of the Firm’s cost allocation model
• Present analytical findings in a clear, concise, and compelling manner that will drive action plans
• Participate in monthly financial close activities, in monitoring actuals with the budget
• Play a key role in the implementation of process improvements for the FP&A team

Skills on Resume:

• Client Communication (Soft Skills)
• Financial Planning Support (Hard Skills)
• Third-Party Collaboration (Soft Skills)
• Document Analysis (Hard Skills)
• Tax Coordination (Hard Skills)
• Meeting Participation (Soft Skills)
• Budget Support (Hard Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Attended and contributed to client meetings
• Assist lead planner/principals in relationship management
• Coordinate meeting preparation and follow-up with administrative and operations support
• Research and determine comprehensive and customized financial solutions for Clients and ensure they meet the firm’s standards
• Analyze financial planning software output and written recommendations to develop a comprehensive financial plan
• Maintain proactive communication with planners regarding plan design
• Follow up and track the progress of all cases
• Generate correspondence and compose financial plan descriptions
• Expand and enhance personal knowledge of plan development (i.e., through participation in Company and industry education opportunities)
• Meet the plan design needs of the firm with new and innovative solutions
• Supports other Firm initiatives and projects as requested by management (such as training, technology, and/or administration)

Skills on Resume:

• Client Meeting Support (Soft Skills)
• Relationship Management (Soft Skills)
• Meeting Coordination (Hard Skills)
• Financial Solution Research (Hard Skills)
• Plan Analysis (Hard Skills)
• Planner Communication (Soft Skills)
• Case Tracking (Hard Skills)
• Plan Documentation (Hard Skills)

Job Summary: 

• Facilitate the development of strategic plans for marketing and the development of financial services for CPA client firms
• Train CPAs in financial service areas, including investment management, retirement plans, and risk management
• Develop plans with CPAs to identify and contract prospective clients
• Provide analysis to company CPAs on investment, insurance, and annuity products
• Maintain knowledge of industry developments and changes
• Provide support to Senior Advisors
• Handle tax projections, financial plan creation, and special projects for existing and new clients
• Performed tax preparation during tax season
• Learn the streamlined systems for reviewing and trading client accounts
• Make financial planning recommendations
• Research ad hoc financial planning issues for clients
• Help with evaluating Roth conversion or other planning strategies for clients
• Assist with client meeting preparation and follow-up

Skills on Resume:

• Strategic Support (Soft Skills)
• CPA Training (Soft Skills)
• Client Planning (Hard Skills)
• Product Analysis (Hard Skills)
• Tax Prep (Hard Skills)
• Plan Creation (Hard Skills)
• Financial Advice (Hard Skills)
• Meeting Support (Soft Skills)