Wealth Planning Coordinator (CFP)

Do you have a passion for financial planning? Are you looking to gain more experience while demonstrating that you have the initiative and aptitude to become a full-time planner? At WillowTrust Wealth Management, our passion is helping our clients achieve financial well-being. We believe in working as a team and applying our collective expertise so that our clients don’t spend their retirements worrying about money.

We are looking for a self-motivated, quick learner to fill our Wealth Planning role. As the cornerstone of our advisory team, this role supports our senior advisor and financial-planning process. If you have experience in client-relationship management, service and financial-plan preparation, this role is a fit for you.

To be successful, you will need to demonstrate competency in investment and planning practices, be a team player and have a strong desire and ability to deepen your expertise. In this role, you will help develop financial plans, as well as partner with the senior advisor and team members to address the specific needs and service issues of our clients. In addition, your responsibilities will include the following and more:

Coordinating the Financial-Planning Process· Coordinating the development of financial plans: inputting initial financial-plan data, working with a financial adviser to develop recommendations, et cetera

· Monitoring client financial plans and advising on necessary changes

Preparing for and Attending Meetings

· Supporting preparation for client meetings, including preparing agendas and meeting materials

· Attending meetings with prospects and new and existing clients

· Participating in and recording meeting discussions and action items

· Summarizing meetings and scheduling action items in contact-management software

· Completing all action items utilizing firm processes and procedures

Acting as Relationship Manager and Delivering Exceptional Client Services

· Working in conjunction with the lead adviser to deliver services to clients

· Working with advisers and team to ensure all actions for clients are tracked and completed

· Leading initiatives focused on value-add content delivered to clients, such as content marketing

· Conducting client follow-up as necessary, in line with service model

· Developing strong relationships and rapport with clients

Minimum Requirements

· Bachelor’s degree

· Financial-services experience, ideally in B/D or RIA environment

· Completion of CFP® coursework or intention to obtain CFP® designation within 2 years

· Competency in investment and financial planning with proficient technical capabilities

· Advanced-level computer skills; thorough knowledge of Microsoft Office imperative, familiarity with eMoney software preferred

· Excellent oral, written and interpersonal communication skills

· A strong desire to develop personal and professional skills, as well as knowledge and understanding of investment philosophies and planning practices

Interested in applying? Submit a PDF of your résumé and cover letter through Indeed.com. All other attempts to reach our office will not be considered.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Professional development assistance

Schedule:

• Monday to Friday

Experience:

• Financial concepts: 2 years (Required)
• Bank/Investment: 3 years (Preferred)

License/Certification:

• Series 7 (Preferred)
• CFP (Preferred)

Work Location: In person