What are the responsibilities and job description for the Wealth Planning Associate position at Kemp Harvest Financial Group®?
Company Overview:
Kemp Harvest Financial Group is an independent retirement services firm that has been providing personal, professional, and prudent financial planning to each client since 1989. As we've grown, we've stayed true to our founding values of integrity, communication, and relationship.
Job Description:
The primary responsibility of a Wealth Planning Assistant (WPA) is to serve the client and support the Wealth Planners through all client relations, business development, and general professional activity. Key responsibilities include interacting with prospects and clients to gather data for financial plans, effectively communicating complex planning strategies, recognizing opportunities to impact clients' financial position, responding to client requests in a timely manner, and managing the client experience including onboarding, retirement processes, and cash flow needs.
Kemp Harvest Financial Group is an independent retirement services firm that has been providing personal, professional, and prudent financial planning to each client since 1989. As we've grown, we've stayed true to our founding values of integrity, communication, and relationship.
Job Description:
The primary responsibility of a Wealth Planning Assistant (WPA) is to serve the client and support the Wealth Planners through all client relations, business development, and general professional activity. Key responsibilities include interacting with prospects and clients to gather data for financial plans, effectively communicating complex planning strategies, recognizing opportunities to impact clients' financial position, responding to client requests in a timely manner, and managing the client experience including onboarding, retirement processes, and cash flow needs.
