- Bachelor's degree in business, finance, or accounting
- 3-5 years of experience in the industry is advantageous
- Team player with a collaborative mindset
- Outstanding communication skills, both verbal and written
- Demonstrated dedication to prioritizing client needs
- Keen interest in mastering all facets of comprehensive financial planning, including cash management, tax planning, and estate planning
- Assist Client Service Directors (CSD) in nurturing client relationships
- Develop visual aids such as charts, graphs, and tables for client meetings
- Gather financial data and create quarterly income tax projections, net worth statements, and cash flow analyses
- Handle various tasks and follow-up projects stemming from client interactions
- Conduct research and model various financial, charitable, estate, and tax planning scenarios as required
- Contribute to internal projects and initiatives aimed at enhancing client service efficiency
- Competitive compensation based on experience
- Generous Paid Time Off policy
- Comprehensive benefits package including healthcare, disability, and life insurance
- 401(k)/Profit Sharing Plan for retirement savings
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Financial Planning Associate - Mayfield Heights, United States - ST CLAIR ADVISORS LLC
2 weeks ago
Description
Job Description
About St. Clair Advisors
We are an independent, multi-family office catering to the diverse financial needs of a specific group of affluent families, entrepreneurs, and corporate leaders. Our offerings encompass investment advisory, tax planning, and estate and wealth transfer planning.
Financial Planning Associate
St. Clair Advisors is in search of a dynamic, detail-focused individual with strong organizational capabilities to join our team. As a Financial Planning Associate, you will collaborate closely with the client service team to deliver financial and tax planning support, along with assisting in client transactions.
What We Are Looking For
Duties and Responsibilities
Compensation and Benefits
Equal Employment Opportunity (EEO)
All qualified candidates will be considered for employment regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected category under relevant federal, state, or local laws.
