Offer summary

Qualifications:

Bachelor's degree in business, finance, or economics or equivalent experience, 1+ year of work experience in a related field, Comprehensive computer skills including Word, PowerPoint, and Excel, Exceptional written and oral communication skills..

Key responsibilities:

Support Senior Financial Planner and Financial Planners in creating and implementing financial plans

Manage the Financial Planning process and interact with clients to ensure efficiency

Provide ongoing post-plan client service and follow up on plan implementation

Complete projects to improve the operating efficiency of the Financial Planning Department.

Job description

Pay Range: $19.30 - $25.72

Directly supports the Financial Planning Department in all aspects of the financial planning process. Works directly with external and internal clients, Financial Consultants, Wealth Management Advisors and other members of the Wealth Management Division. Responsible for but not limited to: Data Aggregation, analysis and preparation of client information for Financial Planners and preparation of client facing materials.

Education and Experience:

Bachelor's degree, preferably in business, finance or economics or equivalent education and experience
1+ year of work experience in a related field

Skills and Abilities:

Comprehensive computer skills (Word, PowerPoint, Excel)
The ability to quickly learn and become proficient with eMoney/WealthVision, Basecamp and LPL's resources.
Exceptional communication skills, both written and oral.
Proficient with technologies that support remote work environments including, but not limited to webinars, video conferencing and digitization of documents.

Unique Job Characteristics and Requirements:

Those hired for this position may be asked to obtain a Series 65 or 66 license, Life Accident and Health license or other professional designations as needed.

Tasks Performed:

65% Support Senior Financial Planner and Financial Planners in the creation, presentation and implementation of comprehensive financial plans.
15% Manage the Financial Planning process. Interact with internal/external clients to keep the process moving efficiently. Track process in management software.
10% Provide post-plan client service on an ongoing basis. Follow up with advisors to ensure plan implementation in a timely manner.
5% Complete short term and long term projects, as needed to improve the operating efficiency of the Financial Planning Department.
5% Other duties as required

Physical Requirements:

Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees:

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

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