Financial Planning and Analysis

Financial Planning and Analysis Integrated Wealth Management - 3.3 Uniontown, OH Job Details Full-time From $45,000 a year 1 day ago Benefits Health insurance 401(k) 401(k) matching Qualifications Teamwork Microsoft Excel Interpersonal skills Research Financial analysis Bachelor's degree Attention to detail Time management Full Job Description The Client Planner's primary focus is to free the Lead Advisor to focus on new business and maintaining only the most complex and highest value client relationships. The Planner will conduct financial analyses, prepare financial plans, and make customized investment recommendations for clients with the guidance of the Lead Advisor. The Planner is fully accountable for contacting prospects to set appointments, maintaining files/records, handling day-to-day client management, advice delivery for clients, and client retention. Key duties for this role include deepening relationships with clients, meeting with prospects/clients typically transitioned from Lead Advisor, portfolio risk analysis, and providing investment recommendations based on research. Additional duties will include building relationships with clients, going through the 5- Step IWM Gameplan Process- assisting with new business and mining additional assets from existing clients

Job Type:

Full-time Pay:

From $45,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance

Education:

Bachelor's (Preferred)

Experience:

Microsoft Excel:

1 year (Preferred)

Finance & Accounting Occupations:

1 year (Preferred)

Work Location:

In person