What are the responsibilities and job description for the Financial Planning and Advisor Support Specialist position at Johnson Brunetti Retirement & Investment Specialists?
Financial Planning and Support Specialist
Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client’s financial plans and other analysis documents, we would like to talk to you! Our dynamic, fast-paced financial planning firm in Wethersfield, CT is looking to expand our team. We have the tools and resources to help you build a great future while sharing your expertise!
This position requires that you possess the following skills:
· High level of communication and follow-through skills
· Strong organizational skills
· Motivated and driven by reaching goals and growth
· Financial Industry knowledge/experience preferred
· Experience with MS Office, Excel and Salesforce preferred
· Ability to meet deadlines and attention to detail
· 4 Year college degree in business or finance
Responsibilities/Tasks:
· Responsible for preparing risk reports, income analysis, and one page deliverables for prospective client meetings
· Prepare documents for upcoming review appointments with existing clients.
· Manage Salesforce data & ensure records are kept.
· Produce additional analysis reports for advisors as requested.
· Maintain accurate filing records to satisfy federal regulator requirements.
· Support the specialist department with any additional tasks.
