WHO WE ARE:
Lund Wealth Management, a growing wealth management firm, is seeking a Wealth Planning Specialist to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Lund Wealth Management is to help our clients achieve all that is important to them in life. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
WHO WE WANT:
The Wealth Planning Specialist is responsible for the creation and maintenance of the Comprehensive Financial Plans for the firm’s clients. This individual focuses on client needs in the areas of cash flow, retirement planning, estate planning, education planning, and tax planning.
WHAT TO EXPECT:
- Demonstrates the Wealth Plan software to potential clients.
- Prepares and mails introduction packages with an engagement letter, document request, and Wealth Questionnaire.
- Enters client information into Comprehensive Financial Planning Software and generates wealth plans.
- Assists clients in aggregating their accounts into the system.
- Develops a close, long-term relationship with wealth plan clients to understand their current circumstances and future needs or wishes.
- Creates PowerPoint presentations summarizing the Wealth Plans for client meetings.
- Helps prepare and deliver annual reviews.
- Manages clients’ individual wealth planning websites to maintain current information.
- Participate in daily morning advisor meetings, training, and continuing education requirements.
- Coordinate’s client investment strategy reporting
- Supports client’s investment strategy development to achieve financial plan objectives
- Reviews and modifies systems to enhance the wealth planning experience.
- Continually looks for ways to improve the wealth planning process.
- Develops and maintains written systems of all wealth planning activities.
- Leverages technology and processes to deliver an outstanding client experience.
- Performs other duties as assigned.
- Supports overall office in other areas when needed.
WHAT YOU NEED:
- Bachelor’s degree in business administration, accounting, finance, or similar field of study.
- Minimum of three years of financial planning, wealth management, or public accounting experience. Ideally, two to three years of experience in a financial planning firm.
- Professional designation such as CFP highly desirable, or on path to achieving.
- Requires:
- Extreme attention to detail and process oriented.
- Strong analytical and communication skills.
- Excellent interpersonal skills.
- Excellent attitude and an extraordinary client service orientation.
- A genuine interest in serving and caring for other people.
- Excellent organizational and time management skills.
- A burning desire to succeed.
- An ability to handle multiple tasks and handle stress.
- Proficiency with Microsoft Office Suite.
- Attendance is an essential function.
- Salary is commensurate with experience.
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. Smokers need not apply. For more information about our company, please visit our website Lundwealth.com.
If you’re interested in this opportunity, please send your resume and letter of interest to Chris Lund at chris@lundwealth.com
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.