1 Financial Planner Job in Visalia, CA
Hermes Wealth Strategies is Hiring a Financial Planner Near Visalia, CA
Wealth Management firm seeking Financial Planner to support the firm’s Financial Planning Team.
Specific areas of responsibility include, but are not limited to:
Responsibilities:
· Client Onboarding
· Gathers and inputs data into Financial Planning software
· Performs analysis of information received
· Schedules Financial Planning meetings
· Prepares Advisor for upcoming Client Meetings
· Prepares customized Financial Plans under the direction of Advisor
· Tracks and monitors Financial Planning fees
· Provides positive and professional service to assigned Client base
· Builds and maintains a relationship with assigned Client base
· Delegates follow up tasks to the Team
· Provides Clients with access and support to online web portal
· Maintains updated Client information and notes in CRM, to ensure integrity of database
· Maintains and improves existing Financial Planning processes
Experience:
_- Bachelor's degree in Finance, Accounting, or related field is preferred
- Previous experience in public accounting or finance is preferred
- Strong technical accounting skills
- Knowledge of wills, trusts, and estate law is a plus
- Proficiency in financial analysis and modeling
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Experience working with banks or financial institutions is desirable
- Familiarity with wealth management, asset management, and cash management principles_
If you are a detail-oriented individual with a passion for finance and helping clients achieve their financial goals, we encourage you to apply. As a Financial Planner, you will have the opportunity to work with a diverse range of clients and make a significant impact on their financial well-being. We offer competitive compensation packages and opportunities for career growth within our organization. Join our team of dedicated professionals today.
For a detailed description of our firm, please visit our website at:
www.HermesWealthStrategies.com
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Retirement plan
Compensation package:
- Bonus opportunities
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Job Summary
Full Time
Investment Management
$86k-103k (estimate)
10/19/2023
06/17/2024
hermeswealth.com
VISALIA, CA
50 - 100
Private
BRENDA SOLIS
$10M - $50M
Investment Management
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