This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.This is a professional position that will support Financial Advisors and Wealth Managers directly in servicing the existing and potential clients. You will be expected to perform various tasks including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail oriented, structured and have a high degree of follow through.Duties and ResponsibilitiesPreparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysisAll aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy statements, asset allocations as well as post-client meeting tasks such as develop meeting notes, perform financial situation analyses, and coordinate planning implementation with outside professionals if necessaryContinuously monitor clients' financial situations with detail and accuracyBe able to keep up and learn things quickly in a fast paced environment and effectively manage regular changing of prioritiesQualificationsB.S. degree from accredited four year university preferably in financial planning, business, finance, economics, etc.CFP certification or attainment within 1-2 years after joining firmStrong financial and analytical skillsStrong verbal and written communication skillsStrong persuasive and interpersonal skillsBasic understanding of investment and financial planning strategies for high net worth clientsAbility to identify, meet and follow through with client needs and requirementsMust be a self-starter, problem solver and a goal-oriented team player with a 'no job is beneath me' attitudeOrganized, with a strong attention to detailAble to perform multiple tasks efficientlyShow confidence, yet in a humble manner, when dealing with clients, firm Financial Advisors and Wealth ManagersSuperior knowledge of Microsoft Excel, Word and PowerPointCapture all existing informationAssess and analyze present needs and review all available options in order to attain clients future dreams.Generate quotes from your specific needs from relevant companiesCompile comparison of multiple quotes and presentationAssessment of multiple quote and preferred quoteProvide advisor with:Multiple written recommendations,ProposalsRecord of AdvicePreparation or client file for new business and reviewsGather list for reviews of:AssetsLiabilitiesInterest ratesCompany DocsAgreements, Trust deedsAuthorization lettersCurrent Will etc.Request relevant info from 3rd partiesCapture client specific needs in CRMReview clients according to CRM review dates The NMG SA Group of Companies are authorised financial service providers t/a NMG Benefits
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