AFG Wealth is a financial services firm with a commitment to delivering comprehensive services to our clients, with high accuracy,

quality, confidentiality, and security. Currently, the firm consists of a dedicated and professional team of support staff.

Position summary

This growing and successful financial practice is seeking an individual with experience in accounting/financial services/

personal finance to function as a case development and planning associate. We serve small business owners, the maritime community, physicians and professionals

If you are an analytical self-starter and thrive within a multi-tasking environment, we would like to talk with you.

Visit our web site at : www.afgwealth.org

Key duties & responsibilities

• Interact with prospective clients through appointments and

working sessions

• Utilize financial planning software to gather, input, organize,

and evaluate data (i.e., client financial statements and

relevant documents), and prepare the following

financial recommendations (with financial advisor's

guidance) for the client:

–

Summaries of the client’s goals and objectives, cash flow

and balance sheet, and financial gaps

–

Summary of miscellaneous financial planning techniques

the client should be aware of or consider

– Calculations summarizing the client’s risk management

needs, including disability and life insurance

– Calculations summarizing the client’s liquidity and

survivor’s income needs in the event of a premature death

• Prepare final reports, analyses, and proposals (with financial

advisor’s guidance) for periodic client appointments, as well

as managing and scheduling these appointments

• Support current clients by updating their financial plans and

profiles through enhanced reporting on their continued needs,

and develop presentation materials for business reviews

• Assist with client marketing via social media initiatives

Skills/qualifications

• Bachelor’s degree or equivalent

• Two years of working on financial plans, investment

background (mutual funds and annuities), and/or life insurance

concepts

• Mathematics: Ability to read and analyze existing financial

documents and spreadsheets

• Proficient in Microsoft Office

• Superior technical skills and comfort level with financial

planning software (SunGard, eMoney, NaviPlan, etc.), as

well as investment analytical tools, like Morningstar Advisor

Workstation

• FINRA Series 7, 63 and 65, or 66

• Strong financial planning background

• Ability to understand financial planning concepts,

recognize/read personal and corporate financial documents,

take direction, “brainstorm” with financial advisor, and

facilitate interaction with outside resources

• Strong analytical skills with background in computer

systems, mathematics, economics, or finance preferred

• Excellent listening, oral, and written communication skills,

including presentation and interpersonal skills

• Ability to communicate persuasively and effectively to a

wide range of clients

• Dedicated commitment to providing superior customer

service with a focus on quality

• Strong client focus with ability to independently and proactively

analyze and resolve customer service issues in a timely manner

Competitive salary will be commensurate with experience and qualifications. This position is with an independent agent of

New York Life and not the New York Life Insurance Company. E/O/E M/F/D/V/SO

e

Job Type: Full-time

Pay: $43,000.00 - $65,009.64 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Hourly pay

Schedule:

• 8 hour shift

Experience:

• Financial planning: 1 year (Required)

License/Certification:

• FINRA License (Required)
• CFP (Required)

Ability to Commute:

• Easton, MD 21601 (Required)

Ability to Relocate:

• Easton, MD 21601: Relocate before starting work (Required)

Work Location: In person