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Client Solution Advisor
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Financial Planner/Client Advisor - Cleveland, United States - Carnegie Investment Counsel
Description
Job Description
We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Financial Planner/Client Advisor in our Cleveland Office. The Financial Planner/Client Advisor will join a highly talented team of wealth management professionals who service the needs of high-net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Adviser industry. The position will entail providing technical and client service support for Portfolio Managers and/or Client Advisors. Responsibilities include preparation and follow-up on client meetings, data gathering, financial planning, scenario modeling, and presentation development.
Responsibilities
The essential functions include, but are not limited to the following:
Provide comprehensive sound financial plans for clients to ensure they meet their changing needs and goals
Maintain updated knowledge of industry developments, policies, regulations and strategies.
Examine and suggest financial opportunities, implement risk management, develop retirement and tax plans
Work directly with Portfolio Managers and Client advisors to gather data, provide plan analysis, package and post meeting materials, manage meeting notes and action items
Qualifications/Skills
In-depth knowledge and understanding of the securities industry
Highly proficient technical skills with the ability to analyze quantitative and qualitative information
Working knowledge of eMoney software or other planning tools
Ability to make effective decisions using impeccable ethical judgment and confidentiality
Collaborative team player with excellent verbal and written communication skills with both co-workers and clients
Self-starter who is detailed oriented, results driven, accurate, organized and ability to set priorities
Desire to engage in continuous education in the field to ensure current industry knowledge and skills
Education & Experience Requirements
Bachelors degree
CFP
Series 65
About Carnegie
Carnegie Investment Counsel is an SEC Registered Investment Adviser with headquarters in Cleveland, OH and affiliate offices nationwide. Carnegie is a fiduciary providing clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. For more information, please visit
Carnegie provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Type & Benefits
401(k)
401(k) Matching
Medical, Dental & Vision insurance
Life, LTD & AD&D
Health Savings Account
Paid time off
Compensation commensurate with experience