Internal Financial Advisor

This position will report directly to and work closely with the President / Financial Advisor of the firm. The candidate will work with new and established clients of the President / Financial Advisor. There is no sales involvement with this position.

Job Responsibilities include:

Create retirement and financial plans for clients, including detailed allocation proposals.

Reconcile data for analysis of financial or plans as well as allocation adjustments and trade ins.

Prepare financial planning analyses for review by advisor.

Research and calculate client cost basis.

Ability to team with the Advisor to deliver wealth planning reports.

After each client meeting or interaction meet with the Advisor to review any changes or actions needed and execute changes to plans as identified.

Accurate and timely input of all data into Redtail CRM and / or eMoney.

This position will also be called upon to do special planning projects, create client presentations and other unique projects as deemed by the Advisor.

This position should continually develop practical knowledge of planning and its areas (retirement and investments, tax, business owner advisory, asset protection, estate and charitable planning) and maintain and grow knowledge base through continuing education.

Qualifications:

Active Series 7 licensing (preferred).

College degree or equivalent experience.

2 years (minimum) of Financial Planning/Insurance experience.

Highly proficient in Microsoft Office Suite.

Excellent communication skills.

Consistently produce error-free work with great attention to detail.

Extraordinary time management and organizational skills.