Rockstar is recruiting for an independent investment management firm that provides high-level financial and retirement planning, wealth management, tax strategies, protection, and legacy planning to high-net-worth individuals. Our client is a Registered Investment Advisor (RIA) managing over $275 million in assets, catering to business owners, executives, professionals, and independent women with over $1 million in savings. They bring expertise in fiduciary services, helping clients achieve lasting financial well-being.
The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm’s Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy.
Outcome: Delivering Financial Planning Excellence
1. Analyzing current plans for prospective clients
2. Preparing plans for new clients
3. Demonstrating the value of financial planning strategies
4. Calculating the value of tax-savvy solutions
5. Preparing presentation materials for Financial Advisors to communicate planning strategies
This workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients.
Skills and experience needed:
• Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related field
• 2+ years of relevant financial planning experience in a financial industry
• CFP or CPA designation would be beneficial, or have a desire to obtain one
• Proficiency in Microsoft Excel
• Ability to analytically problem-solve around planning strategies & opportunities in tax, cash-flow, and investing
• Deliver with thoroughness, accuracy, timeliness, and confidentiality
• Strong communication skills (written & verbal) to work collaboratively with a team and with advisors.
Duties and Responsibilities include:
• Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
• Organize information, build personal financial statements, and cash flow models
• Build scenarios in financial planning software to evaluate, compare, and present planning techniques
· Be able to follow direction and processes for gathering & analyzing data
· Be comfortable around analyzing investment holdings & performance evaluation
· A desire to follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
· Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
· Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials
Salary:
• $100,000 - $150,000 based on level of experience
Benefits:
• 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
• High Deductible Health Plan is available
• Automatic 3% contribution to 401k after 6 months of employment
Hours:
• Monday-Friday, 9am-5pm (in office)