- Preparation and analysis of long-range projections of changes in net worth and cash flows, including Monte Carlo analysis to assess feasibility of and progress toward specific client goals
- Preparation of Net Worth statements and other financial planning worksheets focused on specific financial decisions, estate planning, investment analysis, insurance needs analysis, etc.
- Preparation and analysis of investment portfolio reports
- Preparation of income tax projections
- Preparation of agendas and analyses for client meetings
- Preparation of various analyses, as needed based on client needs and circumstances
- Documenting notes from client meetings and writing of detailed follow-up emails from those meetings
- Proficiency with Microsoft Word, Excel and Outlook
- BNA Income Tax Planner
- Financial Planning Software
- Black Diamond Performance Reporting
- Salesforce CRM
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Wealth Management Advisor
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Wealth Management Advisor
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Wealth Advisor
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AMN Healthcare Independence, United StatesJob Description & Requirements Emergency Medicine Physician StartDate: ASAP Pay Rate: $ This facility is seeking anEmergency Medicine Physician for locum tenens support as they look to fill a current need. Details & requirements for this opportunity: As soon as credentialed - ong ...
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Divisional QA Manager
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Sterling Engineering Independence, United StatesJob DescriptionTitle: Divisional QA ManagerLocation: Independence, MOOverview: Sterling has helped build careers for thousands for professionals like yourself. Our expert recruiters support you at every step in the process and as a Best of Staffing company, Sterling provides exci ...
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Line Cook
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Divisional QA Manager
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Sterling Engineering Independence, United StatesJob Description · Title: · Divisional QA Manager · Location: · Independence, MO · Overview: · Sterling has helped build careers for thousands for professionals like yourself. Our expert recruiters support you at every step in the process and as a Best of Staffing company, S ...
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Outside Sales Manager
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Detail Team Lead
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Senior Tax Associate
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Private Client Advisor II
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Bank of America Kansas City, United States Full timeDescription · : · This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across ...
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Senior Business Analyst
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Commerce Bank Kansas City, United States Full timeAbout Working at Commerce · Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our cu ...
Associate Wealth Manager - Independence, United States - Fairway Wealth Management LLC
Description
Fairway Wealth Management LLC is a multi-family office providing integrated wealth management and investment advisory services. Founded in 2002, the firm manages approximately $2.4 billion in assets for high net worth individuals and families in twenty-eight different states.
Overview:
We are seeking a Wealth Management Associate to support our Wealth Managers in delivering our full range of wealth management services. The ideal candidate will have an Accounting, Finance, and/or Financial Planning undergraduate degree and will have or be pursuing CPA or CFP licensure. Prior work experience, preferably in an accounting firm, family office, or wealth management firm, with exposure to personal income tax returns is desirable. This is a technical, client-service position responsible for the analytical work in developing comprehensive deliverables for our clients. This role involves a moderate degree of direct client contact as well as contact with clients' other advisors such as attorneys, accountants, and insurance agents. Strong analytical and communication skills are required, as are strong computer skills in utilizing a variety of applications.
The role is primarily in office, with flexibility to work from home on Fridays.
Duties include the following:
Desired Applications/Skill Sets:
