What are the responsibilities and job description for the Wealth Planning Specialist position at Return On Life Wealth Partners?
We are a progressive organization that encourages ongoing professional training and education, and we value professionals who are proactive, self-motivated, and passionate about helping clients pursue their unique life goals. As a Wealth Planning Specialist, you will be responsible for supporting advisors in the day-to-day care of clients' financial and investment needs.
About Us
Returns On Life Wealth Partners is a leading Northeast Ohio wealth management and investment firm focused on making a difference in the lives of our team members, associates, and clients. For over 25 years, we have taken pride in contributing to our surrounding communities and making a positive impact in the lives of our neighbors and friends.
The ideal candidate will have a strong background in finance or accounting, experience in the wealth planning industry, and proficiency with computer usage, preferably MS Office Suite, CRM, Morningstar, Riskalyze, and E-Money.
We offer a competitive benefits package, including healthcare, employer retirement plan, education and training credits, and ongoing training and mentoring. Our culture values hard work, fun, community service, and family, and we encourage professionals who share these values to apply.
