Financial PlannerWindward Recruiting • Columbus, OH, United States
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Financial Planner
Windward Recruiting • Columbus, OH, United States
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job_description.job_card.job_descriptionBachelor's degree in Financial Planning, Finance, Economics, Accounting, or a related field. 3-7 years of experience in financial services, preferably within wealth management or custodial roles. CFP or in the process of obtaining. EMoney software experience is a plus Strong organizational skills with meticulous attention to detail. Proficiency in Microsoft Office programs; familiarity with CRM systems Ability to learn and adapt to new software quickly and efficiently. Demonstrated ability to work independently while maintaining high-quality results. Positive attitude, intellectual curiosity, and interest in a long-term career in wealth management. Proven track record of success in academics, community involvement, or previous work experience.
We are seeking a dedicated and detail-oriented Financial Planner to support advisors and clients by ensuring smooth operations, assisting with financial planning, and delivering exceptional client experience for a privately-owned wealth management firm.
DUTIES & RESPONSIBILITIES
- Prepare financial planning analyses to support advisors in client meetings.
- Reconcile daily price and transaction downloads, troubleshooting discrepancies to ensure accuracy.
- Coordinate account openings, transfers, and ongoing maintenance with custodians and external partners.
- Manage and update client information in the CRM database.
- Assist with quarterly client reporting and ensure compliance with regulatory requirements.
- Execute trades in client accounts as a backup to traders when necessary.
- Maintain internal tracking systems and spreadsheets to support team operations.
- Provide general administrative support, including managing supplies and vendor coordination.
QUALIFICATIONS
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Financial Planner • Columbus, OH, United States
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