What are the responsibilities and job description for the Director, Financial Planning and Investment Management position at Retirement Income Planning llc?
The Firm: Retirement Income Planning llc is a full-service Registered Investment Advisory (RIA) firm with offices in Madison and Milwaukee. The main office is located in Madison off of Interstate 94 near East Towne Mall. Our firm places a strong emphasis on the values of integrity, confidentiality, sophisticated analysis and planning, accuracy, and first-class client services. This position is an excellent opportunity to work in a growing and vibrant financial planning firm.
I. Prerequisites:
FINRA Series 6, 63, and 65 or 66; Wisconsin life and health
A clean background check
II. Skill Set – This position requires the following skill set:
1) Knowledge of mathematics and accounting
2) Experience in financial and estate planning
3) Experience in stock market portfolio management
4) Experience in transferring assets, liquidation, and reinvestment
5) Strong attention to detail and accuracy
6) Complete work on a timely basis
7) Ability to work as a team member
III. Work Responsibility – The responsibilities of the position include the following:
1) Produce retirement plans and asset allocation recommendations for new and existing clients
2) Recommend and open new securities accounts
3) Monitoring and rebalancing client investment portfolios
4) Maintain strong relationship with RIA
5) Maintain efficient and accurate records and files
6) Maintain all necessary and required compliance standards
7) On-going commitment to expanding skill sets and knowledge of markets, investment changes, and opportunities
IV. Pay: Commensurate with experience and background.
V. Benefits:
Retirement savings plan with employer match
Group medical plan
Paid vacation
Paid Holidays
VI. Hours:
40 hours per week (8:00am-4:30pm Mon-Fri)
Occasionally will need to work hours outside of that timeframe for special events
VII. Requirements:
1) References and current resume
2) Willingness to sign a confidentiality agreement
3) Professional attitude and demeanor
VIII. Website: retirementincomeplanningllc.com