Wealth Planner Position Available In Pinellas, Florida

Wealth Planner CI Financial Corp.

Saint Petersburg, FL Job Details Estimated:

$74.4K – $102K a year 7 hours ago Qualifications Investment Microsoft Excel CFP Accounting software Mid-level Microsoft Office Bachelor’s degree 2 years Communication skills Full Job Description Description Responsibilities Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors Completes financial plans, investment reports, tax and estate analysis as requested Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor Data and information gathering Brings forth observations to Lead Advisors regarding clients Limited oversight on simple projects and plans Observing and learning complex planning Attends networking events and begins to build relationships in the community and with COI peers Qualifications & Requirements Bachelor’s degree CFP® certification required Minimum of 2-3 years’ experience Proficiency in Microsoft Office, especially Excel Strong integrity and ability to maintain confidentiality. Excellent team player with strong communication skills Detail-oriented with excellent analytical and organizational abilities. A proactive approach to work, with the ability to take ownership of projects and see them through to completion. Competencies Financial planning and investment principles, including processes and procedures

Technology:

Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software Proficiency with back-office process and custodians This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.