Finance planner job description

Do you enjoy tracking market trends? Is helping ensure money works for people your number 1 goal? Do you excel at building customer relationships?

Our business thrives when our employees thrive, which is why we strive to provide our team with ample opportunities to learn new skills and succeed professionally. If you want to have an impact on our employees, our customers, and even our community - we'd love to talk to you! As a member of our team you join a culture that:

• Encourages and supports each other
• Believes in creating financial peace of mind for our customers
• Rewards hard work and values honesty and integrity

ABOUT FIRST STATE BANK

First State Bank has been proudly providing Wisconsin with customer-focused banking services since 1933. Our mid-sized financial institution is the perfect size to offer our customers the individual attention they deserve while being large enough to provide the expertise and capabilities that they need. We are committed to remaining an independent community bank that our customers can trust with their money. We also love giving back to the community that made us so successful, so we donate our money to local organizations and volunteer at local events and programs.

Role Responsibilities

In your role as Financial Advisor, you will assist and direct customers with any and all financial plans by assessing their needs and making recommendations. You will regularly communicate with customers, review their portfolios, and determine the need for plan changes. Maintaining current and establishing new customer relationships to ensure their satisfaction with financial action will be key to your success!

Role Requirements

You will bring with you a bachelor's degree in Accounting or Finance along with current Series 7 and 66 (63/65) licenses, and insurance license. We will look for a strong knowledge of financial planning, services, accounting principles and banking concepts and the ability to communicated effectively. Having an existing and transferable book of business is highly desired. Three or more years of investment sales experience is preferable.

Wage & Benefits

We want to build long-term careers and relationships, which is why we offer our employees generous pay and benefits as well as room for career growth. A competitive salary is offered, based on skills and qualifications. Our benefits include medical, dental, vision, 401(k), paid holidays, PTO and a robust wellness program. Join us and help us serve and build relationships with our local community!

How to apply

Follow the links in this job posting or visit the careers page on our website to complete our 3-minute, mobile friendly application and voilà - you've applied for the job!

First State Bank is an Affirmative Action/Vets/Disability/Equal Opportunity Employer

#hiring #fantasticfirst #bankingjobs

Para Planner / Full-Time / Financial Planning & Investment Firm

Financial planning firm seeking a graduate of the Financial Planning department, preferably with a Master's Degree.

Full-time (8-5, Monday - Wednesday and Friday 8-4). Located in downtown Fort Worth, TX; Upper-West Side
Salary and Benefits
W2 Employee
Opportunity for advancement
Benefits include: Medical, Dental, Vision, Disability, Life ins, 401K, PTO and vacation
Three year apprenticeship path from Para-planner to Junior Advisor to Senior Advisor
Responsibilities and Duties
Open and close office Process in/outbound mail and answer phones Prepare account paperwork accurately (new account, distribution/contribution requests, etc.) and follow up with clients and sponsor companies as needed Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations. Take thorough notes during new client meetings Use eMoney to enter client data, create scenarios and reports Complete client assumptions, asset recommendations and plan recommendation documents Maintain effective working relationships with clients by assisting with their requests and account actions to completion Maintain client records, CRM database, and compliance files Interface with team members, custodians, and insurance companies Other assignments, as needed
Qualifications and Skills
Bachelor's degree in Financial Planning, Master's degree a plus Proficient in Microsoft Office & Windows (Word, Excel, Outlook) and with Adobe Acrobat Strong attention to detail with the ability to work independently while embracing team collaboration Highly organized Displays exemplary professional communication skills, verbal and written Must be professional, courteous, and dependable Excellent client service skills Ability to manage multiple projects at once with consistent follow-through Commitment to provide high-quality work both to internal and external partners Ability to meet deadlines Minimum 3 professional references required Process driven and results oriented Ability to work well in a fast-paced environment Background check required Ability to work legally in the United States
About Us

Strittmatter Wealth Management Group, LLC was established in 2007. We are located in downtown Fort Worth and work with high net worth clients to provide financial planning and investment management.

Seniority level - Mid-level
Employment type - Full-time
Job function Administrative financial planning
Industries: Financial Planning, Financial Services, Investment Management, Accounting



Job Posted by ApplicantPro

Since 1984, Cain Watters & Associates (CWA) has provided dental professionals with proactive tax planning, sound accounting practices and solid money growth strategies. A trusted name in the industry, we work with thousands of dentists and dental practice owners in 50 states.
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022) INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022) Forbes America's Best Tax & Accounting Firms (2022) Accounting Today - Beyond Top 100: Firms to Watch (2020) Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020) INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020) INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) Dallas Business Journal - Top Accounting Firms (2018) Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015) Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)


At Cain Watters & Associates, we know that our success begins with our people. We have an exceptional group of professionals providing the highest level of financial planning, tax services, and accounting services to our clients.


We are currently looking to add an Associate Financial Planner to our team!


Would you describe yourself as:
Independent Confident Serious Sincere Extremely Impatient Fast-paced Perfectionist Respectful


If this specifically describes you, please continue reading the job description!


Summary/Objective
The Associate Financial Planners will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client's financial plan, which include management of both internal and external workflows.


Essential Functions
Prepare and update all consult files for each client's annual meeting Assist the Financial Planner with planning opportunities for the client Assist the Financial Planner and client on implementation items from consult or as needed throughout the year Promptly respond to client questions through email and phone calls Review of annual income tax returns and complete year-end tax projections


Responsibilities and Duties
Financial analysis and tax planning for each business unit that the client owns Participation with the Financial Planner during annual client meetings Reconciliation of each client's current investment asset allocation Retirement plan analysis and optimization based on annual objectives of each client Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan


This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.


Education and Experience
A Bachelor's degree or higher in Accounting, Tax, or Finance required A CPA, CFP, or CPA or CFP candidate required 2+ years of experience in public accounting or its equivalent is ideal Strong communication, interpersonal and organizational skills Proficiency in Microsoft Office with an emphasis on MS Excel


Travel
No travel is required for this position.


Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Remote work flexibility is allowed based on management's approval.


Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.


Position Type and Expected Hours of Work
This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval.


Cain Watters & Associates, LLC is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.



Job Posted by ApplicantPro