Financial Planning Analyst

Organization

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.

Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $16 billion in assets.

We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.

Role Overview

The Financial Analyst will work directly with the financial planning team to assist in preparing financial projections, implementing financial plans, addressing client needs, and maintaining client relationships.

Responsibilities

ESSENTIAL FUNCTIONS:

• Assist the financial planning team in collecting, organizing, and compiling client data. Data gathering may take place in person, over the phone or electronically. Data may be collected directly from the client or from the client’s advisors.
• Review client data and enter into firm applications.
• Prepare net worth summary, cash flow summary, life insurance summary, asset allocation analyses, and other relevant analyses as needed. Print and prepare Prepare and print materials to present to clients.
• Assist in presenting materials to clients in person or electronically.
• Assist in implementing and monitoring investment plans for clients. Work with Ropes Wealth investment team to analyze asset allocation of client portfolios.
• Work with client service team to onboard new clients.
• Work with outside advisors such as asset managers, life insurance brokers, property and casualty brokers, tax preparers, and mortgage brokers to implement other aspects of the financial plan.
• Assist the financial planning team with market research, client processing, and preparing marketing literature for prospective clients.
• Assist in drafting financial planning newsletters.
• Help maintain client contact. Answer client questions and address client needs in a timely manner as they arise.
• Comply with all internal procedures, policies, and regulatory standards.
• Other tasks as necessary to provide strong support to a growing and evolving business.
  
  

ESSENTIAL CAPABILITIES:

The candidate for this position must have the ability to:

• Work under pressure and within stringent deadlines.
• Work with a diverse group to attain common goals.
• Be a proactive self-starter.
• Be flexible in order to respond quickly and positively to shifting demands and opportunities.
• Plan, organize, and carry out multiple related activities.
• Pay attention to detail and follow up on outstanding items.
• Communicate with clients, co-workers, and the professional advisory community in person, by mail, and on the telephone.
  
  

Education, Experience And Qualifications

• Excellent organizational skills with sharp attention to detail.
• A Self-Starter with the A ability to work independently.
• Time management and organizational skills to manage multiple client engagements simultaneously.
• Computer skills, particularly an ability to work with Microsoft Office Suite. Experience with Salesforce and financial planning eMoney software is a plus.
• Strong numerical and analytical skills.
• Strong verbal, written, and interpersonal skills to interact with co-workers, other professional advisors, and clients.
• Client facing experience
• General personal finance knowledge
• Basic estate planning knowledge a plus
• A Bachelor’s degree.
• Series 65 license or willingness to obtain within 6 months of hire. If candidate is working toward becoming a CERTIFIED FINANCIAL PLANNER ™, this requirement is waived.
  
  

Compensation

The anticipated base salary range for this position is $90,000.00 - $120,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.

RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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