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Financial PlannerWindward Recruiting • Columbus, OH, United States
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Financial Planner

Financial Planner

Windward Recruiting • Columbus, OH, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

  • Bachelor'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.
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