Project Manager

Title

Financial Planning Operations Manager

Reports to 

Shane Norris, Financial Planner

Term of employment 

Full-Time

Summary 

An advisor that’s part of a rapidly growing financial services firm in Burlington, VT is looking for a qualified candidate interested in pursuing an eventual role as an Operations Manager for a Financial Planning practice. This individual will participate in ongoing training provided by Commonwealth Financial Group and will be responsible for executing and eventually overseeing and optimizing the operational aspects of running the financial planning practice for Shane Norris.

Key areas of responsibility

·      Manage the advisors calendar and email

·      Oversee the implementation and maintenance of the ongoing financial planning process

·      Onboard new clients and manage the on-going client relationship

·      Execute and monitor the client service model

·      Oversee the processing of new business and client service requests

·      Manage the client relationship database and client files

·      Communicate with insurance and asset management companies

·      Implement marketing initiatives

·      Special Projects and other job duties as necessary 

Qualifications 

·      Associates or Bachelor's Degree preferred

·      2 years of relevant industry experience

·      Proficient with MS Office (Outlook, Teams, OneNote, Word, Excel, PowerPoint)

·      Excellent organizational, written, verbal and interpersonal skills and attention to detail

·      Ability to work in a team environment with a positive attitude

·      Strong sense of customer service

·      Professionalism, especially in fast-paced situations

·      Ability to maintain the highest level of discretion and privacy

Benefits

Full-time employees are eligible for the company benefits including PTO, Health, Dental, Vision, sick leave, parental leave, company holidays, 401(k) plan, and more. A summary of company benefits can be provided as needed or as candidates near a formal offer.

Equal employment opportunity

Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Hiring Alert 

Commonwealth Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy. 

Please remit resume to Colette Lemarier at clemarier@financialguide.com  

Commonwealth Financial Group, a member of the MassMutual Financial Group, is an equal opportunity employer.