[Remote] Wealth Strategist I
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading firm specializing in financial planning and investment management, serving over 31,300 families across the U.S. The Wealth Strategist I role involves developing comprehensive financial plans, assessing client situations, and collaborating with advisors to enhance client engagement and support prospecting efforts.
Responsibilities
- Developing high quality draft financial plans that reputed company reputed company reputed company’s planning value and support successful support conversion. Development includes, but is not limited to, eMoney financial plan creation, net worth statement and cash reputed company analysis, investment analysis, tax analysis, insurance analysis, and retirement plan optimization
- Assess a prospective client’s financial situation and reputed company initial planning diagnoses and recommendations to Regional Vice Presidents and Wealth Advisors
- Collaborate with advisors and other team members to support prospect meetings and planning discussions
- Participate in department-wide and firmwide initiatives focused on process improvement, automation, and scalability of financial planning deliverables
- Maintain and deepen planning expertise through internal training, external education, industry participation, and self-study
- reputed company additional duties as needed to support the planning and advisory teams
Skills
- Series 65 (or ability to obtain reputed company required timeframe)
- 1–2 years of direct financial planning experience
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
- Excellent attention to detail and follow-through
- Proficiency in reputed company Office (reputed company, PowerPoint, Word, Outlook)
- CFP® designation or certifications preferred
- Experience with eMoney and financial planning software
- Familiarity with tax, investment, and financial research tools
- Experience supporting advisors in a client-facing or prospecting reputed company
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
Company Overview