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Wethersfield

    Financial Planning and Advisor Support Specialist - Wethersfield, United States - Johnson Brunetti Retirement & Investment Specialists

    Johnson Brunetti Retirement & Investment Specialists
    Johnson Brunetti Retirement & Investment Specialists Wethersfield, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Financial Planning and Advisor Support Specialist

    Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client's financial plans and other analysis documents, we would like to talk to you Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our in-office team. We have the tools and resources to help you build a great future while sharing your expertise

    This position requires that you possess the following skills:


    • High level of communication and follow-through skills


    • Strong organizational skills


    • Motivated and driven by reaching goals and growth


    • Financial Industry knowledge/experience preferred


    • Experience with MS Office and Salesforce preferred

    ● Ability to meet deadlines and attention to detail

    ● 4 Year college degree in business or finance

    Responsibilities/Tasks:

    · Responsible for assisting Financial Advisors in creating risk reports, income analysis, and one page deliverable for prospective client meetings.

    · Prepare documents for upcoming review appointments with existing clients.

    · Manage Salesforce data & ensure records are kept.

    · Produce additional analysis reports for advisors as requested.

    · Maintain accurate filing records to satisfy federal regulator requirements.

    · Support the client service department with any additional tasks.

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