What are the responsibilities and job description for the Sr. Financial Planning Associate - Hybrid Remote position at Clearstead?
We are seeking a Senior Financial Planning Associate in the Private Client Group of our wealth management firm. The Senior Financial Planning Associate uses expertise in various areas of financial, estate, and tax planning to provide analytical support, consultation, and advice for financial planning services to clients and is involved in all aspects of planning and compliance for clients.
This position offers work from home availability 2-3 days per week.
In this position you will :
- Prepare, review, and deliver cash flow reports and analysis in eMoney by gathering client data and working directly with the Managing Directors and clients.
- Perform estate planning document reviews by reading clients' will, trusts, power of attorney, marital agreement, partnerships, or other legal documents and create summaries, flowcharts, and observations and recommendations.
- Research and model financial, charitable, estate, and tax planning topics related to proposed or completed client transactions and offer analysis and recommendations.
- Prepare and review other financial planning deliverables (Social Security, Medicare, education, insurance, pension, and executive compensation planning)
- Review Net Worth reports prepared by planning associates for thoroughness and accuracy and identify planning opportunities.
- Prepare Clearsight reports for prospective clients.
- Participate in client meetings, as needed.
- Train and educate team members on financial planning topics and deliverables.
- Interface with client attorneys, accountants, and other advisors to implement planning strategies.
- Develop knowledge of all assigned clients through reading meeting notes, studying client files, and completing tax and financial planning projects for those clients.
- Complete other duties as assigned
Requirements
The successful candidate will have :
Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect :
We are Clearstead...an independent institutional and wealth advisory firm in Cleveland, Ohio.
Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.
There's a popular line at Clearstead, "There are no sharp elbows." There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.