Description review
Wealth Planning Associate
SDL Search Partners · United States · back to the listing
HR standards
73/100
solid
Title ↔ description
77/100
solid
Reads as
Unclear
no confident match
What this role officially is
financial analyst — ESCO, the EU occupation classification
Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recommendations on financial matters for decision-making processes. Financial analysts work in both the public and the private sector.
Also known as: financial markets report writer, structured finance analyst, financial markets analyst, company analyst, financial markets forecaster, stock market analyst
How others title the same work
Large employers
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Startups
- Finance & Strategy Associate Confido
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What the listing never says
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
Wealth Planning Associate (Remote Options)
National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.
This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.
Responsibilities:
• Generate client account reports and documents for service meetings
• Write comprehensive financial plans with recommendations and creative solutions
• Analyze client investment portfolios
• Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
• Manage and distribute incoming client information
• Complete trades and new business submissions
• Monitor transactions and new business for completion and accuracy
• Complete Contact Manager notes and/or follow-up correspondence
Qualifications:
• CFP designation, or in process
• Bachelors degree in accounting, finance or equivalent
• Excellent written communication skills
• Detail oriented
• Able to manage and prioritize many time-sensitive tasks simultaneously
• Team player
Originally posted on Himalayas
National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team. This is a great role for an individual who either already has obtained, or is in pursuit of their CFP, and is looking for a new opportunity with unlimited growth potential.
This position would be strictly focused on financial planning, so no sales / cold-calling. Key responsibilities would include assisting clients, developing financial plans, and working directly with the Directors on the team.
Responsibilities:
• Generate client account reports and documents for service meetings
• Write comprehensive financial plans with recommendations and creative solutions
• Analyze client investment portfolios
• Review prior meeting notes and correspondence to complete meeting agendas and identify items needed; prepare appropriate forms, paperwork, product illustrations
• Manage and distribute incoming client information
• Complete trades and new business submissions
• Monitor transactions and new business for completion and accuracy
• Complete Contact Manager notes and/or follow-up correspondence
Qualifications:
• CFP designation, or in process
• Bachelors degree in accounting, finance or equivalent
• Excellent written communication skills
• Detail oriented
• Able to manage and prioritize many time-sensitive tasks simultaneously
• Team player
Originally posted on Himalayas