Wealth Planner
Rochester, New York
JK Executive Strategies is proud to partner with a privately owned, Rochester based, SEC registered, investment advisor in its search for a Wealth Planner. The firm offers comprehensive investment advisory and wealth management services.
The Wealth Planner is a highly analytical, personable candidate, who can comfortably work with the Firm s clients to address their financial planning needs. This is a professional, non-sales, financial planning-centric role. The Wealth Planner is an integral member of the Firm s client service team. Key responsibilities of the Wealth Planner role include, but are not limited to: preparing and presenting financial planning reports and maintaining client relationships as part of the client s service team.
Responsibilities
- Direct responsibility for managing and meeting client wealth planning needs.
- Prepare and present financial planning reports with clients (retirement projections, cash flow analysis, estate planning, income tax planning, education funding, etc.).
- Review tax, insurance, and estate planning documents as needed to identify and communicate planning opportunities to clients.
- Provide exceptional service to clients collaboratively with the entire client service team.
- Interact with clients in a professional and respectful manner.
- Collect, organize, aggregate, and continuously monitor client information with accuracy.
- Collaborate with Wealth Planning Group team members as needed in addressing various client, departmental, and firm-wide needs.
- Maintain current industry/planning knowledge through attendance at seminars and industry presentations.
- Master the efficient use of various software programs utilized by the firm to generate both internal and external reports and presentations.
- Other duties as assigned.
Requirements
- Bachelor s degree, required.
- Certified Financial Planner certification preferred, or pursuit of such certification upon employment.
- 3+ years of financial planning experience, including direct client responsibility.
- Self-motivated and goal oriented.
- Highly detailed.
- High degree of interpersonal skills.
- Strong analytical and problem-solving skills.
- Professional, friendly demeanor with the ability to excel in a team environment.
- Excellent verbal, written and organizational skills.
- Proficiency in financial planning software, including Microsoft Office (Word, Excel and PowerPoint).
Salary Range
JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.