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Financial Planner

Company: Riverstone Wealth Partners LLC
Location: Sheboygan
Posted on: January 13, 2022

Job Description:

Company Summary

We are a fast-growing wealth management firm, focused on the well-being of our clients and our team, seeking an individual that shares our values. We are looking for a detail oriented, organized collaborative leader with a great attitude to be part of our team. We offer an opportunity to grow with us along with a competitive benefits package.

Summary of responsibilities
We are looking for a well-organized Financial Planning Associate . This position provides technical support to the advisor, including gathering client data and organizing and maintaining financial documents and data.

Principal responsibilities
- - - -Review statements provided by clients and organizes financial data
- - - - -Review client statements from National Financial Services (NFS) and Commonwealth Preferred Portfolio Services - (PPS)
- - - -Input updated values into appropriate planning software
- - - -Conduct monthly/quarterly/ad hoc client reporting
- - - -Interview clients about their attitudes, financial constraints, and goals
- - - -Create personal financial statements
- - - -Identify problem areas and summarize for the advisor
- - - -Conduct research
- - - -Use broker/dealer forms and information from COMMunity Link -
- - - -Read trade journals, books, and other publications
- - - -Calculate projections
- - - -Maintain mutual fund, variable annuity, and stock recommended lists
- - - -Maintain up-to-date information on model portfolio performance (e.g., through Morningstar -)

Service clients
Respond to client questions and concerns
Create and distribute newsletters
Schedule and plan client meetings using CRM system

Required knowledge/skills/competencies
- - - -BA or BS in business; completion of registered paraplanner (RP) program, a plus
- - - -Prior enrollment or willingness to enroll in CFP - certification program
- - - -FINRA Series 7 and 63 securities registrations
- - - -3+ years of experience in the financial services industry; experience working with NFS processes and forms a plus
- - - -Good understanding of financial planning concepts and terminology
- - - - Knowledge of mutual fund, stock, bond, insurance, and annuity products
- - - - Knowledge of third-party asset management systems, including how they work, their benefits, and their drawbacks
- - - -Exposure to estate planning issues
- - - -Proficiency with computer programs, including Microsoft Office Suite (particularly Excel and PowerPoint), Morningstar - Advisor WorkstationSM, Argus, Value Line, Broadridge Forefield Advisor, CRM, and Wealthscape---

Riverstone Wealth Partners, LLC
(630) 513-7122
606 Riverside Ave.
St. Charles, IL 60174
Securities and advisory services offered through Commonwealth Financial Network -, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

Keywords: Riverstone Wealth Partners LLC, Sheboygan , Financial Planner, Accounting, Auditing , Sheboygan, Wisconsin

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