What are the responsibilities and job description for the Associate Financial Planner position at RedBalloon?
Company: Verde Wealth
RedBalloon posts jobs on behalf of client companies
Job Summary
We're looking for a self-driven, compassionate, and knowledgeable Associate Financial Planner to add to our team. The ideal candidate will have a strong background in financial services and will participate in client appointments, handle service inquiries, and formulate financial plans and strategies. This role offers the opportunity to grow into a lead advisor position, managing firm client relationships.
Responsibilities
RedBalloon posts jobs on behalf of client companies
Job Summary
We're looking for a self-driven, compassionate, and knowledgeable Associate Financial Planner to add to our team. The ideal candidate will have a strong background in financial services and will participate in client appointments, handle service inquiries, and formulate financial plans and strategies. This role offers the opportunity to grow into a lead advisor position, managing firm client relationships.
Responsibilities
- Participate in both in-person and virtual client appointments
- Independently handle client-related requests and account service inquiries that have been escalated from the Client Service Manager
- For new clients assist CSM with data collection and input into financial planning software
- Organize and analyze financial data received from new and existing clients
- Formulate financial plans and strategies for clients, and assist with implementation of recommended strategies
- Generate reports and other deliverables for both client-facing and back-office needs
- Oversee ad hoc trading to satisfy client withdrawals and deposits
- Run scheduled rebalances to ensure all client portfolios are within tolerance
- Work with the team to transfer existing clients to you, freeing up the company to bring on newer/niche clients to serve
- Strong interpersonal and telephone communication skills
- Ability to provide a high level of authentic service and compassion to client relationships
- Dedication to a high quality of work and significant attention to detail
- Ability to think through and solve problems, as well as to collaborate/communicate well in a team environment
- Impeccable ability to maintain confidentiality
- Exemplary planning and organizational skills
- Efficient multi-tasker, effective follow-up, and deadline-focused
- Capacity to pick up new computer programs quickly
- Energetic, eager to learn, and willing to cooperate
- Self-motivated with ability to work independently and under direction
Salary : $120,000 - $150,000
