What are the responsibilities and job description for the Wealth Planning Associate position at Return On Life Wealth Partners?
Our Team
At Return On Life Wealth Partners, we value hard work, fun, community service and family. We offer competitive benefits including healthcare, employer retirement plan, education and training credits, ongoing training and mentoring, and career growth opportunities.
Job Summary
We are seeking a driven, self-motivated and energized Client Liaison who is passionate about helping clients pursue their unique life goals and bringing in new client relationships. If you have experience in the wealth planning industry, proficiency with computer usage, preferably MS Office Suite, CRM, Morningstar, Riskalyze and E-Money, and a self-starter attitude, we want to talk to you.
Required Skills and Qualifications
- Bachelor's Degree, ideally in finance or accounting
- Experience in the wealth planning industry
- Experience with compliance work in the financial industry a strong plus
- Proficiency with computer usage, preferably MS Office Suite, CRM, Morningstar, Riskalyze and E-Money
- Experience with LPL Financial systems a major plus
