Job Description

Overview of the Role
This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.

Role Dimensions

• Onboarding new clients and maintain communication with existing clients.
• Prepare financial analyses and financial plans for clients (eMoney and Holistiplan)
• Assisting in analysis, rebalancing, and review of investment portfolios (Morningstar)
• Conduct need-analysis pertaining to insurance, mortgage, investments, and taxes.
• Providing support for processing client service needs using custodian Portal.
• Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
• Prepare meeting agendas and reports for client presentation and meetings.
• Maintain client records in the CRM.

Requirements
Skill Set

• MBA (Finance), CFP or CFA (Pursuing).
• Well versed with investment and insurance concepts.
• Proficient in MS Office suite and CRM Management.
• Excellent Communication skills (Oral and written)
• Ability to work independently.
• 3-5 years of work experience in financial sector (Insurance, banking and mutual fund)

Job Type: Full-time

Pay: ?350,000.00 - ?500,000.00 per year

Schedule:

• Rotational shift
• US shift

Experience:

• total work: 2 years (Preferred)

Work Location: In person

Expected Start Date: 01/07/2024