Job Description
Job Type Full-time Description Responsible for supporting (Sr.) Advisor or Advisor by maintaining biblical client relationships and obtaining, analyzing, and coordinating complex financial information to develop customized, integrated financial plans consistent with client needs. May also be responsible to provide team leadership, assist in training and developing team members, and acting as a subject matter expert to support teammates’ and advisors’ client service efforts as well as broader company-wide projects and initiatives. Requirements Supports (Sr.) Advisors by preparing customized financial plans in a manner that is tailored to the needs of the clients. Provide excellent service and technical support in the financial planning process to both clients and the (Sr.)Advisor through biblical relationships and applied in-depth technical skills and expertise. Prepares customized financial plans and recommendations for delivery to the client. Develops high quality, accurate, attractive, and professional reports and presentations that integrate Biblical principles and wisdom into the financial recommendations. Manages on-going coordination of client affairs, leading to transfer of day-to-day responsibility for managing the client relationship from the Advisor to the Associate Advisor. Assesses gifting opportunities of cash, securities, or other property. Conducts tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning. Exhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments and stock option planning), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. Initiates investment transactions in accordance with instructions from the Advisor. Implements investment transactions utilizing company’s trading software. Performs other investment management tasks such as tax loss harvesting, account rebalancing, account review, and Quarterly Investment Report (QIR) generation. Ensures readiness for and supports (Sr.) Advisor or Division Director with client meetings and other interactions including: Ensures all materials and financial plans are in good order in advance of scheduled meeting. Records and follows up on key meeting takeaways. Utilizing solid professional business-writing skills, prepares follow-up letters and other correspondence for clients. Handles follow up on action items as appropriate. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs. Effectively responds to client and outside vendor inquiries or needs as required. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including: Actively pursues additional professional designations or training to enhance financial planning or advisory skillset and knowledge. Seeks to continually increase knowledge of biblical financial principles and scripture memory verses in order to integrate Biblical wisdom into client conversations and services and in a manner consistent with Company's approach to client counsel. Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth. Provides training and support for Financial Planners within the Family Office Division and/or across the Company, lending experience and expertise to help others learn, grow, and achieve a level of competency in the Financial Planner role, including: Takes responsibility for mentoring Financial Planners, ensuring they understand the role and know how to access available tools and resources. Serves as a Subject Matter Expert within the Family Office Division or broader organization when needed. Serves on special committees and/or speaks into Company initiatives, as needed/requested. Shares best practices developed with others in Branch/division and/or with Financial Planning Practice Area. Documen