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    Financial Planning Associate - Minneapolis, United States - Bluespringwealth

    Bluespringwealth
    Bluespringwealth Minneapolis, United States

    2 weeks ago

    Default job background
    Description
    Minneapolis, MN, USA
    Job Description

    Posted Thursday, February 15, 2024 at 6:00 AM
    Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm managing over a billion dollars in assets. We are passionate about providing exceptional service to high net worth clients through comprehensive and objective financial wealth management.
    We are currently seeking a relationship driven associate for our Advanced Planning Team with specific emphasis on financial planning.

    This role consists of managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables as well as other practice management tasks as needed and working closely with the Lead Advisor.

    In our environment, it is essential to manage time sensitive deadlines.

    We are looking for an individual who can demonstrate outstanding people skills, organizational skills, self-initiation and are able to thrive while completing a variety of tasks.


    SUMMARY:


    The Financial Planning Associate will work closely with the Lead Advisor and our Client Service Team to provide a variety of planning and service needs to our clients.


    ESSENTIAL DUTIES AND RESPONSIBILITIES:
    To perform this job successfully, individual must be able to perform each essential duty satisfactorily:
    Must possess in depth knowledge and understanding of retirement planning, tax issues, risk management, and estate planning.

    Participate in all aspects of pre and post client meeting activities such as preparation of meeting agendas, paperwork as well as follow up meeting notes and performing financial analysis.

    Take a proactive role in building and maintaining client relationships by communicating in a positive and informative manner.
    Ability to adhere to rules and regulations in the securities industry.
    Have an eye for opportunities to capture new efficiencies and take initiative to research different approaches and processes.
    Work with client and team members to manage the onboarding process along with ongoing client service.
    Have active communication with internal team members, client, and outside vendors to obtain client information.
    Participate in ad-hoc projects as assigned or delegated.
    Coordinate planning implementation with outside professionals if necessary.
    KNOWLEDGE, SKILLS, AND/


    OR ABILITIES:
    To perform this job successfully, individual should have the following skills and abilities:
    CFP designation preferred or in the process of completion
    3+ years of experience in the financial services industry
    Previous knowledge of Practifi,Tamarac, Outlook, Excel are highly desired
    Detail-oriented, exceptional verbal and written communication skills and strong follow through is essential
    Strong teamwork mentality, ability to multitask

    Other skills:
    Must be able to demonstrate an ability to work in a team environment.
    Must have the ability to utilize critical thinking skills,and solve problems.
    Must be detail oriented, structured and have a high degree of consistency.
    Must be able to effectively manage regular changing of priorities.
    Strong written/verbal communication, organizational and customer service skills are essential.
    Strong financial and analytical skills.

    BENEFITS:
    Full health, vision, dental.

    401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).


    DISCLOSURE:
    By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

    You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

    It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.

    Bluespring Wealth Partners prohibits any such discrimination or harassment.

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