Our rapidly growing investment advisory firm located in West Warwick, RI is seeking an in-house financial planning professional to work alongside our team of busy advisors. Utilizing eMoney and Black Diamond, this individual will own the lifetime cashflow planning process for our high net-worth clientele; From plan development to presentation, with top-to-bottom white glove service. The ideal candidate will have a passion for knowledge, growth, and leadership.

· Analyze data and create lifetime cash flow (retirement planning) reporting and educational presentations for client meetings. You’ll meet (alongside the advisor or solo) with clients and present your work, answer questions, and fine tune everything to align with the client’s wants and needs.

· You will work directly with clients as a main point of contact for linking/updating accounts, resolving credential issues, etc.

· Add and maintain portfolio relationships, set up client portals, and maintain client ‘vault’ with current reports.

· Create and maintain advisor level connections to financial institutions by linking the accounts, policies, and contracts to which the firm is appointed. You will troubleshoot whenever a data feed issue arises.

· Generate reports such as balance sheets, insurance summaries, asset allocations/classifications, and any additional requests for client meetings.

· Assist with various project management needs that support the growth initiatives of the firm.

· Provide leadership and direction to various departments as you see fit.

· A charismatic communicator and relationship-builder with a passion for helping clients bring to life the financial retirement goals they’re working so hard for.

· You are an active listener and act as a collaborator with both clients and other team members alike.

· You value teamwork and can hold your own as part of a diverse team of leaders with a shared mindset of empowered growth – both professionally and as a business. All ideas and voices are heard here – our entire team meets twice a week! You thrive in an environment with no glass ceiling and can see beyond what is the current ‘gold standard’.

· Bachelor’s Degree in finance, accounting, or a related field.

· 5-10 Years of relative work experience

· Working knowledge of eMoney, Black Diamond and other financial reporting/analysis systems.

· You currently hold a CFP or AIF designation (or are currently an enrolled candidate)

· Advanced working knowledge of basic Microsoft applications (Outlook, Word, Excel, PowerPoint), Ad and general openness and ease of adapting to new technologies.

· Strong attention to detail, nothing gets by you.

· Possible caffeine addiction: coffee is king here.

Benefits

· Health & Welfare Benefits (Health, Dental, Vision, Disability, EAP)

· 401(k) plan with match

· Discretionary annual profit sharing

· PTO

· 10 company paid holidays (plus additional pre-scheduled half-days)

· Company paid team volunteer opportunities.

· Flexible schedule

· Leadership and career development opportunities

· Networking opportunities

· Free subscription to top of the line finance application for personal use.

This job location is primarily on-site at our office in West Warwick, RI, reporting to our Director of Investment Services.

The pay range for this role is $60-$90k. Please note that the level, title, and or salary may be adjusted based on the applicant’s experience, skills, and qualifications.

If you are looking for a challenging role in the financial services industry where you can utilize your skills and make a meaningful impact, we encourage you to apply. We offer competitive compensation packages, opportunities for career growth, and a supportive work environment. Join our team of dedicated professionals today!

Job Type: Full-time

Pay: $60,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Financial planning services
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• Profit sharing

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• West Warwick, RI 02893: Relocate before starting work (Required)

Work Location: In person