What are the responsibilities and job description for the Financial Planning Support Specialist position at Foundations Financial Partners?
Do you desire to take your career to the next level with a growing firm?
Are you looking to improve your skillset within a team-based environment?
…We welcome you to join us in a career of professional development, purpose, and team camaraderie!
Your Role:
At Foundations Financial Partners, we believe that people join other people, not organizations. We are looking for a highly detailed individual to become an integral part of our client servicing team. As Financial Planning Support Specialist, you will assist firm management and senior advisors in meeting the multifaced needs of our clients as our firm grows. Your primary responsibilities will be to:
- Assist advisors with the firm’s financial planning software: eMoney
- Analyze and input data into eMoney
- Run base reports and specialized scenario planning
- Monitor links into eMoney from investment partners and clients’ personal accounts
- Monitor and update all financial plans pre and post client meetings
- Assist advisors with investment research and portfolio development
- Support the investment committee with monthly and quarterly reporting
- Assist the advisory team with portfolio construction
- Assist with allocation model development and monitoring
- Assist with account opening process and account review process
- Provide assistance with complex client servicing and follow-ups
- Oversee and perform various investment reports
- Execute trade orders from advisors and clients directly
Key Skills Desired:
- Detail-oriented
- Strong organizational skills
- Self-starter/fast learner
- Team player (inter-dependent)
- Excellent communication skills (verbal and written)
- Service orientation
- Advanced computer skills
- Strong ethical/moral code
Educational Requirements:
- Bachelor’s degree in Finance/Accounting or professional equivalent
- FINRA Series 7 and 66 registrations (preferred or willingness to complete in 2 - 3 months)
- PA Life, Accident, and Health Insurance license (preferred or willingness to complete in 2 - 3 months)
- 3 - 5 years’ experience in financial services operations or a related position
Compensation:
- Competitive salary with bonus opportunities
- Benefits (health, dental, life, retirement plan)
Who We Are:
Foundations Financial Partners is a financial planning and wealth management firm in Doylestown, PA with a mission to build lasting financial security in the lives of our clients. We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for over 30 years.
If you believe you’re a strong fit for this position, we invite you to start the conversation with us by submitting your resume to Jillian Smith, Marketing & Recruiting Coordinator, at jdiana@foundationsfinancial.com. Please allow 48 hours for a thoughtful response.