What are the responsibilities and job description for the FINANCIAL PLANNER position at Bleakley Financial Group?
The Opportunity Unlike others in the industry Bleakley Financial Group truly focuses on their clients best interest. We are hiring a Financial Planner that will offer top services to support Bleakleys Wealth Advisor and his / her clients. Location, On-Site : Burlington, MA Title : Financial Planner As an integral part of Bleakley Financial Group, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more. Responsibilities : Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create investment and financial plans by utilizing financial planning software. Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions. Serve as first points for clients and actively participate in client and prospective client meetings. Manage Advisors calendar and coordinate client prep work ensuring research and data gathering is complete and timely. Manages time and resources efficiently and effectively to bring compounding value and excellence to clients. Translate clients investment goals into meaningful business opportunities. Follow risk management practices by adhering to the companys policies and procedures. Complete ad hoc projects as needed as per direction of the Wealth Advisor. Required Qualifications : Bachelors Degree preferably in Finance. CFA a plus. Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines. Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals. Long-term investment mindset geared toward meeting client / investor expectations. Analytical thinker with ability to adapt quickly to a high growth, fast paced environment. Outstanding presentation skills and strong mindfulness to details. Licenses / Certifications, Required : Series 6, 63 or 7. Life & Health Insurance preferred or will be required to obtain within first 90 days of employment. Right to Revise : This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.