Financial Analyst, Research Financial Planning

The Financial Planning Associate will play an integral role on the Artistry Wealth team by providing integrated planning and operations support to the advisory practice. The ideal candidate has an active interest in the financial services industry and desire for professional growth. Responsible for ensuring a complete and accurate plan is developed for every client aligned to the firm’s planning philosophy and best practices.

If you think you are the right match for the following opportunity, apply after reading the complete description.
Gather data needed to update existing client plans and/or create new plans for potential clients.
In partnership with team Financial Advisors, analyze client financial goals, current situation, and portfolio and develop appropriate recommendations to meet client needs, risk profile, time horizon and preferences.
Create Proposals and Investment Policy Statements for supported advisory programs.
Gather information for Advisor meetings with clients/prospects (e.g. prospectuses, annual reports, and marketing materials) and client reports.
Consult Advisors on the presentation of the plan, investment cases and successful client presentation. xzbcwsv
Identify gaps and opportunities within a prospect’s financial plan and prepare insurance illustrations and investment proposals accordingly.
Planning solutions may include brokerage, annuity options, supported advisory programs, and/or life, disability, long term care insurance
Gather and prepare all materials for client review meetings: updated plan, investment summary, consolidated investment reports, in-force illustrations, CCVs, etc.
2+ years of prior financial planning and/or investment management experience
~ Experience with EnvestNet, NetX360, Pershing and/or CRM Client Management software a plus

Thoroughness in managing client accounts and ensuring accuracy in all tasks
Works well within a team environment, providing support and assistance as needed
Competitive salary plus bonus and a full range of benefits including health, dental, vision, 401k with match, short and long-term disability, license/credential reimbursement and more