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Client Service and Financial Planning Associate

  • Location Falls Church, Virginia
  • Category Finance / Accounting
  • Date Posted 10/13/2020
  • Type Contract to Hire
  • Commitment Part-time
  • Job ID #3605
Wealth Management firm in Falls Church, VA seeks part-time or full-time flex Client Service and Financial Planning Associate with understanding of investment accounts.

Company: Growing RIA firm

Location:  City of Falls Church, VA
 
Job Type: Temp to perm or Direct Hire
 
Hours/Schedule:  Preferred 32-40 hours/week, mostly on-site in City of Falls Church. This is an in-office position, but client is offering flexibility to work from home a few days a week during the pandemic. 

Rate:  TBD based on experience

Job Description: Seeking Client Service and Financial Planning Associate who is savvy with technology and has a basic understanding of financial planning/investment accounts.

 
Responsibilities: 

Financial Planning:

  • On-board clients to their Personal Financial Website (powered by eMoney), training and assisting clients with data entry and navigation
  • Integrate and facilitate implementation of risk tolerance questionnaire
  • Hold calls/video zooms with clients to confirm financial data and to assist with keeping financial information secure and current
  • Support and preparation of financial planning analyses for clients across a wide scope of areas including, but not limited to, net worth, cash flow analysis, tax planning, real estate financing, insurance needs, college funding, retirement/financial independence analysis, retirement income planning, etc.
  • Create Executive Summaries for clients
  • Communicate with clients on the implementation of their financial plans and tracking of action items

Client Service:

  • Developing/cultivating relationships with clients
  • Managing web-based calendar system, client service model and CRM
  • Identifying and implementing new policies, procedures and technologies that will allow the firm to be more efficient and provide optimal service to clients
  • Ensuring compliance documents are current and that the firm remains compliant in our communications/actions with clients
  • Appointment Preparation for Advisors 
  • Providing support to Advisors to ensure client communications and needs are being addressed quickly

Trading:

  • Execution of advisor directed trades and rebalancing
  • Preparation of performance reports
  • Managing outside accounts within performance reporting tool
 
Qualifications:
  • Professional written and verbal communication skills
  • Knowledge of eMoney or similar Financial Planning software
  • Experience with Fidelity Wealthscape or similar trading platform
  • A minimum of a bachelor’s degree, preferably in finance
  • Acute attention to detail with the ability to multitask and manage multiple ongoing work projects
  • Ability to create systems and workflows to support efficiencies
  • Proactive approach to each day/week/project
  • Team oriented, yet possessing the ability to work remotely, as well as independently
  • Strong work ethic focused on both serving the best interest of our clients and growing the strength of the organization
  • Extensive computer skills, with a willingness to embrace new technology

Skill that are a plus:

  • Knowledge of Black Diamond or similar Performance Reporting Software
  • Marketing: experience in supporting social media education, and marketing
  • Demonstrated desire or progress toward CFP certification

  

FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business need.