Adviser Investments offers a flexible, highly collaborative and positive work environment—sharing knowledge with colleagues, working across departments, collective problem-solving and celebrating individual and team successes. We offer the opportunity to advance your career at a company that combines the stability of an established business with the fast-paced entrepreneurism of a growing firm.
The ideal candidate will be dedicated and passionate about delivering client service excellence. The Financial Planner is responsible for providing detailed financial plans for Relationship Managers and their clients.
Principal Responsibilities:
- Be a financial planning expert and resource—offering financial planning services to Adviser Investments clients, including plan creation, plan presentation, plan updates and meeting coordination.
- Deliver regular reports and updates on KPIs and provide weekly status updates and work-flow briefs on planning tasks, assignments and presentations.
- Contribute to planning white papers and assist in the creation of other content and marketing materials that showcase planning expertise.
- Provide thought leadership as requested.
- Contribute to the successful completion of projects as directed by Manager of Financial Planning.
Success Metrics
- Financial plans created or updated that result in client satisfaction, additional assets and referrals
This position requires:
- Bachelor’s Degree and the CFP® designation
- 2+ years’ experience working directly with clients
- Excellent customer service, communication, emotional intelligence, writing and interpersonal skills
- Excellent in-person and video call (e.g., Zoom) presentation skills
- Strong computer skills and proficiency in eMoney, Excel, PowerPoint, Word, Salesforce
- Notable attention to detail, decision making skills, analytical prowess and self-initiated follow through
Miscellaneous
- Travel – some travel may be required
- Hybrid work environment requires covid vaccinations
Because of the dynamic nature of the financial services industry and the entrepreneurial nature of our company, this document is not intended to cover or contain a comprehensive list of activities, duties, responsibilities, or requirements. These may change at any time as our business evolves and grows, and modification to duties may be made by management at any time.
To apply, email resume to dmastroianni@adviserinvestments.com