Staff Financial Planner

Staff Financial Planner Galecki Financial Management has achieved a national reputation in the Fee-Only Wealth Management field. We consider our team a family. We work hard to create a welcoming and positive environment while never sacrificing the experience we give our clients. We've been known to hold team building events at local escape rooms, in-door Go Kart tracks, and Fort Wayne TinCaps games just to name a few. Our team members must be self-motivated, goal-oriented individuals who enjoy working in a small office environment. In a small office, we wear many hats. All team members need to be organized, detail-oriented and be able to multi-task. We value collaboration and look for individuals with positive attitudes that can work with a variety of personality types. All positions require a professional appearance, poise, and maturity. Every position in our firm is a vital part of creating the best possible Client Experience. A Staff Financial Planner will work approximately 40 hours per week but may be required to work outside of normal business hours as this position has a direct involvement in client meetings. This position will work directly with a Senior Financial Planner at our firm helping to maintain and manage relationships. Duties and Responsibilities Daily interaction with clients via meetings, email, and telephone. Gather client documents and input financial information into our financial planning software.

Prepare client meeting reports:

agendas, financial statements, and any other reports necessary. Run analyses for retirement cash flow projections and insurance needs. Summarize insurance policies and estate planning documents. Compile tax information for current-year projections. Complete post meeting follow-up and research. Provide support for special projects. Qualifications College degree preferred. Strong computer skills with proficiency in Microsoft 365 products. Excellent written and verbal communication skills. Organized, detail-oriented, ability to multi-task. Must be a team player, collaborative, and able to work well with others. Desire and ability to work successfully in a small office environment. Salary and Benefits Starting salary will be based on industry knowledge and years of professional experience. Health and Dental Insurance Life, Short-term and Long-term Disability Insurance Personal paid time off 401(k) plan with safe-harbor, company match, and elective profit-sharing Health Savings Account with Employer Contribution Health club membership Budget for professional and personal continuing education

Job Type:

Full-time Pay:

$50,000.00 - $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Retirement plan

Physical Setting:

Office Application Question(s): Are you willing to undergo a background check, in accordance with local law/regulations?

Work Location:

In person