REDW Advisors and CPAs, one of the Southwest’s 10 largest advisory and CPA firms, also recognized among INSIDE Public Accounting’s Top 200 Accounting Firms, is pleased to announce we have been awarded Top Workplace 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico. AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories.
The Financial Planning Manager provides support at the professional level for advisors in fulfilling financial plan engagements, interacting with clients, tax personnel, attorneys, insurance and investment advisors and giving investment advice.
ESSENTIAL FUNCTIONS
- Run financial planning process and financial plans for distribution.
- Organize and run financial planning meetings. Present financial plans, tax maps, and other planning reports.
- Performs detailed review of financial plans and strategic financial scenarios, including the spreadsheets, financial statements and cash flow projections, graphs and other analytical documents, and finalizes recommendation letters.
- Meets with clients to determine needs of client and what planning scenarios may be performed to meet each client’s needs.
- Performs relationship manager duties for assigned asset management clients, including detailed review of all staff work, portfolio rebalancing, trades placed, IRA. distributions needed; meets personally with clients and maintains the client relationship, in all material respects. Includes active participation in REDW Stanley Investment Committee.
- Responsible for due care and proper client maintenance, and proper supervision and training of staff.
- Responsible for, when requested by department leadership, participation in administrative functions at the departmental level including development or refinement of departmental processes, assists with creation of newsletters, marketing materials and proposals.
- Maintenance of assigned client billing list, including all administrative duties for assigned clients, including billing, accounts receivable, and firm fee collection.
- Establish new and develop existing client relationships with excellent verbal and written communication.
- Work with other team members to deliver exceptional client service.
- Maintain basic knowledge of significant software applications (Money Guide Pro, Holistiplan, Orion, Redtail, and Microsoft Office).
- Develop new processes and procedures when necessary to meet expected and required client service levels and client requests.
- Stay current with changes in regulatory rules and regulations and industry practices.
- Maintain confidentiality of sensitive client and department information and issues at all times.
KNOWLEDGE AND SKILLS
- Proficiencies in financial planning software, including, Money Guide Pro, Holistiplan, and extensive use of Microsoft Office, familiarity various internet research/resource sites.
- Knowledge of federal and state income tax laws in all areas of taxation.
- Excellent problem solving and critical thinking skills and the strong ability to multi-task.
- Experience in acquiring and servicing wealth management clients.
- Positive, self-starter attitude and desire to exceed expectations at every opportunity.
- Strong attention to detail, highly organized and focused on work quality.
- Strong aptitude to learn, implement and use new software.
QUALIFICATIONS
- Bachelor’s degree in financial planning, economics, or related field.
- 5 years professional experience in financial planning.
- CFP certification.
- CPA or EA (preferred).
- Securities experience and/or 65 or 66 license (preferred).
REDW is proud of our commitment to equal pay for equal work. Knowing our team members are multi-dimensional people, we take special consideration to value each candidate. The potential annualized pay range for this position is $70,000 - $110,000. We make compensation offers within the range based on a range of individual factors, including but not limited to location, skills, experience, training, licensure and certifications, business needs, and applicable employment laws.
Sharing pay information upfront fosters an open, transparent dialogue around how we value candidates’ unique strengths. We believe talented people from all backgrounds should feel welcomed, supported and empowered to create forward-thinking solutions for our clients.
BENEFITS
Competitive Benefits Package - Our competitive benefits package includes Medical, Dental, Vision, HSA, FSA, Disability Insurance, Life and AD&D Insurance, Supplemental coverage, and 401(k) with employer match.
Employee Wellness - We care about overall employee wellness, offering up to $25 monthly reimbursements for expenses like gym memberships, training programs, health apps and more.
Time Off - On top of PTO and paid sick time, REDW observes ten (10) paid holidays each year and offers our team members two floating holidays chosen by your department.
Exclusive Perks - Our Access Perks program helps team members maximize budgets with exclusive perks for travel, shopping, and more, offering thousands of discounts with travel and entertainment providers.
Professional Development - We pride ourselves on our entrepreneurial spirit at REDW and so are big fans of learning and development. Our customized Learning Management System (LMS), Spiirall, offers development resources, training, education credits and more for professional and personal betterment.
Remote Worker Allowance - Along with providing essential technology needs, we help equip remote team members to succeed with an annual $150 work-from-home allowance for key gear in their home-offices.
Credentialing & Licensure - Credentialing support, licensing exam bonuses and longevity awards.
As an equal opportunity employer, REDW actively fosters a diverse and inclusive workplace. We encourage all qualified candidates to apply, as we believe that diversity of perspectives and backgrounds leads to further innovation and success. At REDW, we do not tolerate any discrimination based on race, color, religion, gender, sexual orientation, national origin, age, disability or other legally protected statuses.
REDW is committed to providing reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or to participate in our recruiting process, please send us an email at people-operations@redw.com.
