Financial Planning Manager
Opportunity
Title: Financial Planning Manager
Status: Full-Time: Non-Exempt
Location: Remote from home or Paramus, NJ Office
Mandatory
Experience: 3+ years in Financial Planning
Skill: Fluent user of eMoney Software & Microsoft Office
Characteristics: Organized, analytical, detailed, punctual
Optional
Licenses: FINRA (Series 6, 7, 66) and Life & Health Insurance
Designations: CFP®, CPA, Esq., CLU, ChFC
About Us
Wealth by Design is a value-based financial planning business physically located in Paramus, NJ where we meet in person for select meetings and training while continuing to work remotely from home. Our suite of services include; estate and asset protection planning, investment planning and management, retirement accumulation and distribution planning and business owner planning and company benefits. Our team is cohesive, collegial, fast paced and professional. Together, we provide our clients with an extraordinarily high level of service. Character, integrity and commitment to process are critical elements of our success. We have been affiliated with Lincoln Financial Advisors for over 26 years, maintain high visibility and rapport with both our fellow planners and executives and are currently ranked within the top 5 in the country.
About You
Seeking someone skilled in financial planning as a profession who is well-organized, enjoys research, analysis and continuing education. Must be able to handle personal details strictly on a confidential basis, follow- through in a timely manner and pay particular attention to detail. Being able to work independently, remotely as well as in a team environment is critical. Data entry into planning software (primarily eMoney) will be a daily routine along with use of Microsoft Office (Word, Excel and PowerPoint). A keen working knowledge of general finance concepts, investments, income tax, estate tax and insurance including how they are all integrated into a plan are a must. Securities license (6 or 7, 66) and insurance license (life and health) is a plus, along with applicable industry designations (CFP®, CPA, Esq., CLU, ChFC).
Responsibilities
- Provide manufacturing support for Engagement Proposals and Final Plans
- Run insurance (life, disability and long term care) quotes that support recommendations
- Assemble investment materials that support recommendations
- Manage and prioritize “business in motion” at all times
- Respond to service requests from planner or clients
- Maintain new and renewal planning fee schedule as well as process new planning fee business
- Remain in compliance at all times!
Skills
- Strong work ethic, team player and ability to handle a fast-paced environment
- Willingness to constantly learn in an ever-changing industry
- Significant proficiency in technology software applications
- Organized, detail oriented and punctual
We Offer
Salary and bonus program commensurate with your experience and an opportunity for professional development. A very rich benefit program available including; medical, dental, vision, LTD, life, 401k, profit sharing, Etc. Continued growth with certifications, designations, licenses and other relevant education costs covered. A focus on career and personal life balance with time flexibility is at our core.
To Apply
Email your resume, cover letter (we want to experience your communication style and skills) as well as salary requirements directly to: Craig.Bartlett@WBD.group
CRN-3914307-111221