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Personal Planning Associate at Claire Myers Consulting

Remote: 
Full Remote
Contract: 
Full time
Salary: 
85 - 100K yearly
Experience: 
Mid-level (2-5 years)
Work from: 
Wisconsin (USA), United States

Offer summary

Qualifications:

2+ years of financial planning experience, Strong client-centered communication skills, Attention to detail in data entry, Life, Accident and Health Insurance licenses (can be obtained once hired), Series 6 or 7 and 63 (or obtained within 6 months).

Key responsabilities:

  • Oversee development of client financial plans
  • Monitor client’s financial goals and data
  • Assist clients with retirement and distribution planning
Claire Myers Consulting logo
Claire Myers Consulting Human Resources, Staffing & Recruiting Small startup https://www.clairemyersconsulting.com/
2 - 10 Employees
About Claire Myers Consulting
Based in Northern California’s wine country, our recruiting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people. We are a team of strong, knowledgeable, and empathetic recruiting professionals. You would be hard pressed to find a team that works harder than we do or who has more fun doing it! Our team can independently own the recruiting process from start to finish OR we can serve as an extension of your internal team. Either way, we work closely with leaders to calibrate the candidate profile. Then, we source, screen, interview and manage the selection process for any role in the organization. If you don't already have a system, we help set-up your infrastructure to ensure a sustainable process for future months and years. We are headquartered in beautiful Sonoma, CA - working all over the country - and we have experience placing various roles within many fields including Financial Services (commission & non-commission roles), Technology, Healthcare, Nonprofit, Manufacturing, Sales, Consulting, Clean Energy, & Wine Production. Check out a few of our recruiting stats: - Our average time to fill is 45 days - 72% of our candidates are found by our active sourcing methods vs. applying for the role - We have a combined 75+ years of recruiting experience - We have 50,000+ followers on LinkedIn- many of whom are passive candidates - Our ATS has 100s of active and passive candidates with various experience Endorsed as a top recruiting firm through Forbes Let us know how we can be a resource for you!
See more Claire Myers Consulting offers

Job description

Title: Personal Planning Analyst
Location: Mequon, WI (hybrid role)
Compensation: $85K-100K base salary plus bonuses and benefits

Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement savings. This firm is a top-tier practice, managing over a billion in assets. The level of care and the services they provide leave their clients feeling secure and ready for the future. Their core values are integrity, accountability, and courage.

They are seeking to add a Personal Planning Analyst to their inclusive and fun working environment with room for growth and advancement. They place a high value on team culture and take pride in the special environment they have created together.

They offer a competitive benefits package, work from home flexibility and amazing team events and outings.

Responsibilities

  • Oversee the development and monitoring of client’s financial plans to help each client achieve their unique goals
  • Work closely with clients to obtain their financial data, keep it up to date and run scenarios in the planning software
  • Assist in providing peace of mind across all aspects of client's retirement and distribution planning including: maximizing tax efficiencies, managing investments, insurance, and estate planning, incorporating social security analysis and Roth conversion strategies

Qualifications

  • 2+ years of financial planning experience with the ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals
  • Strong client-centered communication skills and a desire to participate and meet directly with clients
  • Initiative and follow through as you gather key financial information from clients
  • Willingness to learn the firm's approach to comprehensive planning and an appreciation for the value that a complete plan provides
  • Attention to detail to ensure all information is entered correctly into each plan
  • Life, Accident & Health Insurance licenses (can be obtained once hired)
  • Series 6 or 7 and 63 (or obtained within 6 months of start date)
  • Preferred: Bachelor's degree in Business, Finance and/or related field along with the CPA, CFA, or CFP designation

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Project CollaborationData AnalysisFinancial Planning

Other Skills

  • Detail Oriented
  • Problem Solving
  • Collaborative Communications
Are you interested?

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