Offer summary

Qualifications:

CFP designation or in process, Bachelor's degree in accounting, finance, or equivalent, Excellent written communication skills, Detail-oriented and able to manage multiple tasks..

Key responsibilities:

Generate client account reports and documents for service meetings

Write comprehensive financial plans with recommendations

Analyze client investment portfolios

Manage and distribute incoming client information.

SDL Search Partners is a woman-owned search firm that puts values and relationship first. Our team has over 30 years of combined accounting & finance recruiting experience, a deep network, and a "quality-over-quantity" approach. At SDL, we are partners for the long-term, so what you can expect is a relationship that prioritizes transparency, integrity, and ultimately, finding you the right person to join your team or the right next step in your career. Areas of focus: • Accounting, Finance, Audit, Tax & Analytics Examples of positions we support: • Every position in the org chart from Staff Accountant / Senior Accountant up to Controller / CFO • Financial Analyst, Finance Manager / FP&A Manager to VP of Finance• Treasury, Internal Controls, Audit, Tax, M&A• Public Accounting, Transaction Services, Advisory • Technical Accounting, SEC Accounting, Financial Reporting• Operational Accounting including Accounts Payable, Accounts Receivable, Payroll • Sales Operations, Deal Desk, Pricing Manager, Data Analyst • Investment Accounting, Fund Accounting, Operations Analyst, Client Service SpecialistA few of the industries we specialize in:Technology, SaaS; Pharmaceuticals, Biotech, Life Sciences, Healthcare; Financial Services, Private Equity, Asset Management; Real Estate; Manufacturing; Energy, CleanTech; Higher Education, and more If you are a company looking to hire, or a candidate looking to explore the job market, we are excited to partner with you.

Job description

Wealth Planning Associate (Remote Options)

National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.

This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.

Responsibilities:

Generate client account reports and documents for service meetings
Write comprehensive financial plans with recommendations and creative solutions
Analyze client investment portfolios
Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
Manage and distribute incoming client information
Complete trades and new business submissions
Monitor transactions and new business for completion and accuracy
Complete Contact Manager notes and/or follow-up correspondence

Qualifications: