Financial Planning Advisor

4 days ago

The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

A well-established and highly regarded investment firm located South of Boston seeks a Financial Planning Advisor. This important role will serve as the primary contact with clients concerning comprehensive personal financial planning. The ideal candidate should be well versed with delivering wealth management strategies to the high net worth market segment.

Responsibilities
  • Serve as financial planner and work closely with team members, including the Managing Partner, to deliver high-quality client service at all times
  • Work with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information needed
  • Develop a financial plan using eMoney, the firm's financial planning software
  • Work collaboratively with accountants, attorneys, and other professionals
  • Work directly with clients over the phone, via email, and in person at regular review meetings
  • Continue to develop and innovate the financial planning service model
  • Manage client relationships, providing the highest level of service and support
  • Review and implement investment strategies based on guidance from the firm's Investment Committee
  • Advise on clients' employee retirement plans and education savings accounts
  • Update and maintain clients' information on Salesforce, the firm's CRM platform
  • Follow all compliance procedures as outlined in the Compliance Manual and Employee Handbook
  • Work with team members on various firm initiatives
Skills
  • Extremely detail-oriented and possess a high sense of urgency
  • Strong time management and organizational skills
  • Dedicated team player with strong follow up, communication, and presentation skills
  • Strong analytical skills
  • Excellent verbal and writing skills
  • Ability to multi-task and problem-solve
  • Demonstrate character, competence, and compassion with clients and employees
  • Self-motivated and proactive
  • Strong desire to continue to build on existing knowledge of investments and financial planning
Education, Training & Experience
  • Bachelor's degree in accounting, finance, economics, or related field required
  • CERTIFIED FINANCIAL PLANNER or working towards the designation required
  • Experience working with financial planning software desired
  • Five to twenty years of relevant industry experience required (preferably in a fee-only or fee-based environment)

Our Client offers a very competitive salary, excellent benefits and annual incentive upside. For additional information about this position, please contact Diane McGwin, Managing Principal, Newfound Associates at dmcgwin@newfoundassociates.com or by telephone at 508-643-4170. Looking forward to hearing from you about this premiere opportunity

#J-18808-Ljbffr

  • Financial Planning Expert

    4 days ago

    The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    Job OverviewWe offer a very competitive salary and excellent benefits to our employees. Our company culture values teamwork, innovation, and continuous learning.We are looking for a Financial Planning Advisor who can work closely with our team members to deliver high-quality client service at all times.

  • Financial Planning Consultant

    2 days ago

    The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    At Personal Choice Financial Advisors, LLC, we are seeking a talented Financial Planning Consultant to join our team. This critical role will serve as the primary point of contact for clients regarding comprehensive personal financial planning.About UsWe are a well-established and highly regarded investment firm dedicated to delivering exceptional client...

  • Financial Advisor

    3 days ago

    Central Coast Council, Australia Titan Financial Planning Full time

    Company DescriptionTitan Financial Planning is dedicated to helping clients identify and realize their desired lifestyle goals through customized financial strategies. Our focus is on providing advice and building financial platforms for clients ensuring convenience, control, clarity, and confidence. We take pride in partnering with our clients during both...

  • Investment Strategy Advisor

    4 days ago

    The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    About UsPersonal Choice Financial Advisors, LLC is a well-established and highly regarded investment firm located in the Boston area.We are seeking a Financial Planning Advisor to serve as the primary contact with clients concerning comprehensive personal financial planning. The ideal candidate should be well-versed in delivering wealth management strategies...

  • Comprehensive Financial Planner

    2 days ago

    The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    Personal Choice Financial Advisors, LLC is seeking a talented Comprehensive Financial Planner to join our team. In this role, you will work closely with clients to develop comprehensive financial plans.About Our FirmWe are a well-established and highly regarded investment firm dedicated to delivering exceptional client service. Our team of experts is...

  • Wealth Management Professional

    4 days ago

    The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    About the RoleThe Financial Planning Advisor will serve as the primary contact with clients concerning comprehensive personal financial planning. This includes determining their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information needed.The advisor will develop a financial plan using...

  • Investment Advisory Services

    2 days ago

    The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    Personal Choice Financial Advisors, LLC is seeking a skilled Investment Advisory Services professional to join our team. In this role, you will work closely with clients to provide investment advice and guidance.About Our ExpertiseWe are a team of experienced investment advisors dedicated to helping individuals achieve their financial goals. Our expertise...

  • Comprehensive Financial Planner

    4 days ago

    The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    Skills and QualificationsTo be successful in this role, you should have a Bachelor's degree in accounting, finance, economics, or a related field, and be certified as a CERTIFIED FINANCIAL PLANNER or working towards the designation. You should also have experience working with financial planning software and five to twenty years of relevant industry...

  • Wealth Management Specialist

    2 days ago

    The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    Personal Choice Financial Advisors, LLC is seeking a skilled Wealth Management Specialist to join our team. In this role, you will work closely with clients to develop personalized wealth management strategies.About Our TeamWe are a dynamic and collaborative team of experts dedicated to helping individuals achieve their financial goals. Our team members are...

  • Financial Services Advisor

    4 days ago

    The Council of the Shire of Hornsby, Australia Great Southern Bank (Formerly CUA) Full time

    Building Strong Relationships with CustomersWe are seeking a Customer Service Specialist to join our team in Hornsby, focused on delivering exceptional service to customers and the local community.You will build strong relationships with customers, understanding their needs and preferences to provide tailored solutions.Become a trusted advisor to customers,...

  • Aspiring Financial Advisor

    5 days ago

    Shire of Esperance, Australia Old Mutual Full time

    Aspiring Financial Advisor (Howick and Pietermaritzburg)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading...

  • Financial Solutions Advisor

    6 hours ago

    City of Glen Eira, Australia Kensington Partners Group Full time

    Welcome to Kensington Partners Group, where we are committed to delivering exceptional financial solutions to our clients.We are currently seeking a highly motivated and experienced Financial Solutions Advisor to join our team. In this role, you will have the opportunity to work closely with clients, understanding their unique financial needs and providing...

  • Head of Financial Planning and Analysis

    4 days ago

    Council of the City of Sydney, Australia TPG Telecom Group Full time

    Bring your 'you' to TPG Telecom, and help us build meaningful relationships and support vibrant, connected communities. We're better and bolder together.TPG Telecom started with a belief that we can make things better for Australians. We believe in the power of meaningful relationships to support vibrant, connected communities where everyone belongs. It's...

  • Client Financial Advisor

    4 days ago

    Wollongong City Council, Australia Infinity Group Full time

    About the Role:">As a Client Financial Advisor at Infinity Group, your mission is to empower clients through financial education and tailored advice. You will work closely with our team to design and implement customised financial strategies that meet individual needs and goals.">Your Key Responsibilities:">You will conduct comprehensive client assessments...

  • Financial Planning Expert

    6 days ago

    Council of the City of Sydney, Australia TPG Telecom Full time

    At TPG Telecom, we believe that meaningful relationships are the key to supporting vibrant, connected communities. As a Senior Finance Analyst, you will play a critical role in helping us achieve this vision.The role involves conducting detailed financial analysis and reporting on capital expenditure (CAPEX) and leases. You will provide valuable insights to...

  • Head Of Financial Planning

    3 weeks ago

    City Of Parramatta Council, Australia West Recruitment Pty Ltd Full time

    Head of Financial Planning & Analysis Jobs Work type: Full Time Reference ID: 1122135 Contact: Newton Soares Email: Call: 9689 8989 West Sector: Accounting and Finance Job Summary - Hybrid Working.Flexibility.- South West Sydney Location- c$190,000 + super and bonus Job Description If you are a finance visionary who thrives in a fast-paced, dynamic...

  • Financial Advisor

    6 days ago

    Wollongong City Council, Australia St Trinity Property Group Full time

    At St Trinity Property Group, we are seeking a skilled Financial Advisor to join our team. As a key member of our wealth management division, your primary responsibility will be to provide expert guidance and consultancy to our clients within the realms of wealth management and property investment.This role demands a thorough evaluation of clients' financial...

  • Head of Financial Planning

    2 weeks ago

    City of Parramatta Council, Australia West Recruitment Pty Ltd Full time

    Head of Financial Planning & Analysis Jobs Work type: Full Time Reference ID: 1122135 Contact: Newton Soares Email: Call: 9689 8989 West Sector: Accounting and Finance Job Summary - Hybrid Working. Flexibility.- South West Sydney Location- c$190,000 + super and bonus Job Description If you are a finance visionary who thrives in a fast-paced,...

  • Head of Financial Planning

    4 days ago

    City of Parramatta Council, Australia West Recruitment Pty Ltd Full time

    Head of Financial Planning & Analysis JobsWork type: Full TimeReference ID: 1122135Contact: Newton SoaresEmail: newtonsoares@westrecruitment.com.auCall: 9689 8989West Sector: Accounting and FinanceJob Summary- Hybrid Working. Flexibility.- South West Sydney Location- c$190,000 + super and bonusJob DescriptionIf you are a finance visionary who thrives in a...

  • Financial Planning and Analysis Lead

    4 days ago

    Council of the City of Sydney, Australia ClearCompany Full time

    About ClearCompanyClearCompany is revolutionizing the FreightTech space by bringing technology, data, and strategic partnerships together to transform the industry. With a strong focus on innovation, we leverage our expertise to connect blue-chip customers with highly efficient transport operators, reducing empty truck miles, improving visibility, and...