What are the responsibilities and job description for the Financial Planner position at Goldstein Advisors?
About Us:
Goldstein Advisors is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being.
Job Summary:
We are seeking a motivated and detail-oriented Financial Planner to join our team. This mid-level role offers hands-on experience in client service, financial planning, and tax strategies. You will support Senior Financial Planners in delivering comprehensive financial solutions, building strong client relationships, and developing the skills needed to excel in a client-facing advisory role. This position emphasizes learning, collaboration, and a passion for helping clients achieve financial success.
Key Responsibilities:
Client Relationship Support:
- Assist in building and maintaining trust-based relationships with clients through professional, empathetic communication.
- Support Senior Financial Planners in client meetings, taking detailed notes, and ensuring follow-up actions are completed promptly.
- Respond to client inquiries about account details, plan updates, or general financial questions under the guidance of senior advisors.
- Help prepare for client reviews by gathering financial data, updating records, and ensuring client materials are accurate and professional.
Financial and Tax Planning Support:
- Assist in developing comprehensive financial plans, including retirement planning, investment allocation, tax planning, and cash flow analysis, under the supervision of senior planners.
- Collect and analyze client financial data (e.g., income, expenses, assets, liabilities) to support the creation of tailored financial strategies.
- Research tax-saving strategies and assist in preparing tax-related recommendations, such as optimizing deductions or retirement contributions.
- Support the implementation of financial plans by coordinating with clients and external professionals (e.g., CPAs, attorneys) as directed.
Client Education and Engagement:
- Help educate clients on basic financial and tax concepts to enhance their understanding and confidence in their financial plans.
- Prepare client-facing materials, such as presentations or summaries, to clearly communicate financial strategies and recommendations.
- Assist in addressing client needs during life events (e.g., job changes, marriage) by providing support and resources under senior planner guidance.
Team Collaboration and Professional Development:
- Work closely with Senior Financial Planners and portfolio managers to learn best practices in client service and financial planning.
- Contribute to the firm’s client-centric culture by sharing feedback and ideas to improve service delivery.
- Actively pursue professional development, including studying for certifications like the CFP® or Series 65, with firm support.
- Participate in team meetings, training sessions, and firm initiatives to build knowledge and skills.
Qualifications:
- Series 65 license.
- Bachelor’s degree in finance, economics, business, or a related field.
- Certified Financial Planner (CFP®) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered.
- 2 years of experience in financial planning, wealth management, or a client-facing advisory role.
- Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
- Strong analytical skills
- Deep understanding of investment strategies, tax planning, retirement planning, and estate planning principles.
- Ability to work independently and collaboratively in a team-oriented environment.
- Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
Why Join Us?
- Opportunity to make a meaningful impact on clients’ lives through personalized financial planning.
- Collaborative, supportive team environment with a focus on professional growth and development.
- Competitive salary, performance-based bonuses, and comprehensive benefits package (health, dental, vision, 401(k), etc.).
- A desire to work in-person with a phenomenal team of like-minded individuals.
- Access to cutting-edge tools, resources, and ongoing training to enhance your expertise.