Job description
Job Description
Twenty Four Wealth, a boutique wealth management firm in Dairen, CT is seeking a highly motivated individual for a full time Financial Planning Consultant role within the financial planning department.
The Financial Planning Consultant role supports the firm’s Private Wealth Advisors and financial planning process by utilizing in-depth knowledge of planning concepts, strategies, and products to develop and assemble high level financial plans for clients of varying complexities.
Job Responsibilities
- Gather, review, and input client financial data
- Utilize financial planning software and tools to create custom financial plans, and monitoring client progress over time
- Identify and research planning solutions pursuant to clients’ needs and goals
- Maintain an in-depth knowledge base of planning concepts, strategies, and products
- Provide ongoing service to clients on the platform; including ensuring all accounts are aggregating, ensuring data is current, and updating all documents in their vault
- Maintain an in-depth knowledge base of compliance, regulatory and departmental policies and procedures including of changes in tax law, regulatory rulings, etc.
Key Competencies
- FINRA Series 7, 66 prior to hire
- CFP® Designation or Active CFP® Candidate
- Minimum 5 years financial services preferably in financial planning
- eMoney Software knowledge preferred
- Life, Accident & Health license preferred
- Bachelor’s Degree
- Strong analytical skills
- Highly organized
- Strong client relationship management skills
Job Type: Full-time
Pay: $80,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Darien, CT: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Do you have, or are you working toward, the CFP designation?
Experience:
- Financial planning: 5 years (Preferred)
- eMoney/Moneyguide: 1 year (Preferred)
License/Certification:
- Series 7 (Preferred)
Work Location: One location
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