Junior Financial Planner - Wealth Management

We are a successful women owned and operated wealth management firm located in Richardson, TX. We have a rich 30+ year history providing personalized financial planning for our clients and their families, and pride ourselves on navigating the complexities our clients face. We act as a trusted guide to support them through every stage including purchasing a home, saving for education, nearing or entering retirement, owning a business, or any other life challenges. Utilizing a client service approach and a commitment to lifelong learning, we always put our clients' needs first, encouraging them to ask questions as we address them. We know an environment like ours is built from within, so we emphasize our team and are always willing to support each other to create a world-class experience for our clients and one another! We believe in the value of training, tenure, and have a track record to prove it with our employee tenure.As the Junior Financial Planner within our firm, you will be an experienced individual who can participate in all phases of the investment, financial planning, estate planning and insurance planning services we offer to our clients. You will be responsible for supporting our advisory team in several key areas, including data gathering and analysis, development of financial planning recommendations, implementation, and complex case research and resolution. Additionally, there will be duties around reporting, meeting preparation, and anything else that may help to move the business addition to the technical mastery, you will anticipate needs, resolve problems, and follow through on agreed upon deliverables. You will follow the highest standard of business and professional ethics, as well as legal and regulatory requirements. You are an excellent communicator that can grasp others' needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detailed work in our business is critical. You have enough experience andor common sense to know that the first answer isn't always the right one and you are incredibly resourceful and thoughtful in all your interactions.Responsibilities:Support advisory team with preparation of well-polished documentation and presentation materials for meetingsAttend and participate in meetings with prospects and existing clients for the purpose of notetakingRecord meeting notes on topics covered, changes in client's needs, and action itemsSummarize meeting and schedule action items in contact management softwareComplete all action items utilizing firm processes and proceduresCoordinate financial plan development, including initial financial plan data entry, development and working with advisory team to develop recommendations; continuous monitoring of plan and any necessary changesCreate quarterly andor annual client summaries of net worth, estate distribution, insurance, income tax, cash flow projections, and investmentsResearch complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely mannerInvestment product research and analysis; evaluate potential investments solutions, presenting findings to advisory teamProactively monitor custodian and internal alerts on a daily basis for changeContinuously monitor client data across various platforms for accuracy and continuityQualifications:Bachelor's degree required, preferably in finance, financial planning, or a related field3+ years of progressive experience in the wealth management industry, supporting one or more financial advisors requiredIndustry licenses andor CFP designation, or desire to obtainFamiliarity with financial planning software is required, MoneyGuidePro experience is highly preferredIntermediate-Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is requiredKnowledge of industry-specific CRM software is requiredThe ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team playerExcellent communication (written and verbal), relationship building, and organizational skillsDemonstrated ability to multi-task, delegate, and manage a busy workload

Created: 2025-02-24