Financial Planning Specialist

Lake Oswego OR

27 May, 2022

10:15 AM

Description

Please only apply if you have previously worked within the Financial Services Industry. Thank you. Wealthbridge Advisors, recipient of the 2022 "Best Places to Work" by InvestmentNews Magazine is seeking an experienced Financial Planning Specialist to join our award winning team! COMPANY OVERVIEW A private financial planning and wealth management firm with offices in Lake Oswego, OR and Seattle, WA. We work to be our clients’ first and most trusted advisor when addressing issues throughout life’s financial cycles. Partnering together and with our clients to deliver an unrivaled combination of financial planning advice, successful wealth management, and exceptional client service. We hold ourselves to the highest ethical and moral standards. We continuously seek improvement to the client experience through effective and timely sharing of knowledge, exchanging of information, and by ensuring that client goals are at the heart of all our efforts through a team-based approach. SUMMARY We are looking for someone with a value system that matches ours to join our Financial Planning Department. A qualified candidate will have a client-first mentality and an unwavering conviction to providing unbiased advice with a high standard for quality of advice. You will be responsible for helping our advisors present superior advice across our growing base. Sales will never be required. Absolute commitment to advice is all we ask. Responsibilities Work closely and collaborate with Financial Planning DepartmentHelp to oversee the planning processEnsure accuracy of data, analysis, and adviceProvide in-depth written recommendationsConsult with advisors on complex case designManage the Financial Planning pipelineDetermine optimal strategies and timingWork with advisors to develop clear presentation method Education & Experience (PLEASE READ) Previous experience in 1-3 years in Financial Services industryAbility to build rapport with clientsExcellent written and verbal communication skillsMust have experience writing/preparing financial plansStrong attention to detailTeam player and positive attitude mandatoryDesire to constantly learn, grow, improve, and teach1 year or more experience as a paraplanner, financial planning assistant or financial planning specialistProficient in Microsoft Excel & PowerPoint - highly preferredExperience with MoneyGuidePro, Salesforce CRM Depending on experience, this position can be performed remotely or from one of our office locations. For more information about our team - please visit our team at www.WealthbridgeAdvisors.com