Develop comprehensive financial plans. Be involved in all aspects of pre-client meeting activities such as reviewing previous meeting notes, preparing meeting agenda, preparing reports, and creating exhibits as well as post-meeting follow up tasks. Work with existing clients on service and planning issues. Communicate with lead planner and clients on ongoing planning and investment needs. Take initiative and proactively analyze client needs related to any aspect of planning and investments. Work in a team environment with the willingness to learn from others, share information and find solutions that benefit the clients. This is NOT a sales position - no client acquisition responsibilities.
Requirements Bachelor's degree from an accredited university; major in financial planning, business administration, economics, or related field preferred. 1+ years of financial planning experience. Strong client service and relationship skills. Team player who adheres to the firm's cultural norms. Ability to multitask in a fast-paced environment. Working towards CFP Designation. Strong computer and technical skills. Tax knowledge and preparation experience would be a plus.
Benefits Competitive salary based on experience with an incentive compensation program. Paid holidays and vacation days. Safe Harbor 401k Plan. Continued education and paid conference attendance. Flexible work schedule. Clear growth track.
Jr. Advisor • Charleston, SC, United States
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